13FBOX
STATE STREET SPDR S&P 1500 VALUE TILT ETF · 13F Institutional Holdings
Options Calculator Rankings
S

STATE STREET SPDR S&P 1500 VALUE TILT ETF

VLU
Institutions
119
Combined AUM (Q2 2026)
$500.8M
Combined Shares (Q2 2026)
2.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+142,286
66 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-44,915
39 · 6 Exit · ≈
⚖️ Net
+97,371
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$500.8M
Institutions
119
New Buys
21
Adds
45
Reduces
33
Exits
6
Unchanged
20
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.02%0.02%#47$101.4M425,520$91.5M425,715-195-0.05%Reduce
AMERIPRISE FINANCIAL INC
0.01%0.01%#67$34.2M143,736$30.8M143,459+277+0.19%Add
Nadler Financial Group, Inc.
2.66%2.53%#5$31.4M131,660$26.3M122,270+9,390+7.68%Add
Cambridge Investment Research Advisors, Inc.
0.06%0.06%#31$26.9M112,828$24.3M112,975-147-0.13%Reduce
OSAIC HOLDINGS, INC.
0.03%0.03%#41$25.3M106,043$21.0M97,587+8,456+8.67%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#71$24.9M104,466$22.8M105,896-1,430-1.35%Reduce
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#69$24.7M103,727$21.3M99,050+4,677+4.72%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#89$16.6M69,572$14.9M69,427+145+0.21%Add
MORGAN STANLEY
<0.01%<0.01%#93$15.9M66,710$7.3M35,943+30,767+85.60%Add
Systelligence, LLC
2.46%2.45%#6$14.7M61,831$12.6M58,697+3,134+5.34%Add
RFG - Bristol Wealth Advisors, LLC
3.26%3.11%#2$13.5M56,553$11.5M53,575+2,978+5.56%Add
MAI Capital Management
0.05%0.07%#33$12.7M53,398$12.4M57,824-4,426-7.65%Reduce
Compass Financial Services Inc
4.36%4.39%#1$11.7M48,951$10.1M47,155+1,796+3.81%Add
ABSOLUTE CAPITAL MANAGEMENT, LLC
2.82%3.36%#4$11.3M47,453$10.1M47,050+403+0.86%Add
Graney & King, LLC
3.24%4.21%#3$9.0M37,868$7.8M36,308+1,560+4.30%Add
Stratos Wealth Advisors, LLC
0.42%0.43%#12$7.7M32,485$7.0M32,621-136-0.42%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#102$7.4M31,017$6.4M30,561+456+1.49%Add
ShoreHaven Wealth Partners, LLC
2.18%2.25%#8$6.9M29,028$6.3M29,201-173-0.59%Reduce
Cetera Investment Advisers
0.01%0.01%#70$6.7M27,943$5.9M27,283+660+2.42%Add
J.W. COLE ADVISORS, INC.
0.1%0.18%#27$5.9M24,862$5.3M24,770+92+0.37%Add
USAdvisors Wealth Management, LLC
1.48%1.59%#9$5.3M22,049$4.8M22,610-561-2.48%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#95$4.6M19,494$3.4M15,640+3,854+24.64%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#80$4.4M18,266$4.5M20,849-2,583-12.39%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#63$4.2M17,669$3.1M14,355+3,314+23.09%Add
Private Advisor Group, LLC
0.02%0.01%#49$4.1M17,377$1.8M8,213+9,164+111.58%Add
Roger Wittlin Investment Advisory, LLC
2.43%3.75%#7$3.1M12,976$4.6M21,344-8,368-39.21%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#77$2.9M12,298$2.9M13,655-1,357-9.94%Reduce
Janney Montgomery Scott LLC
0.01%0.01%#74$2.9M12,240$2.3M10,540+1,700+16.13%Add
THOROUGHBRED FINANCIAL SERVICES, LLC
0.12%0.13%#25$2.8M11,848$2.1M9,887+1,961+19.83%Add
Creative Planning
<0.01%<0.01%#87$2.7M11,260$2.5M11,462-202-1.76%Reduce
Stratos Wealth Partners, LTD.
0.03%0.02%#44$2.6M10,895$2.1M9,865+1,030+10.44%Add
MONEY CONCEPTS CAPITAL CORP
0.11%0.12%#26$2.3M9,739$2.2M10,049-310-3.08%Reduce
Ameritas Advisory Services, LLC
0.05%0.02%#34$2.3M9,598$446,7212,078+7,520+361.89%Add
RAFFA WEALTH MANAGEMENT, LLC
0.28%#16$2.2M9,251$00+9,251New Buy
FORONJY FINANCIAL LLC
0.77%0.78%#10$2.1M8,755$1.9M8,759-4-0.05%Reduce
Merit Financial Group, LLC
0.01%0.01%#59$2.0M8,377$1.9M8,651-274-3.17%Reduce
SHELTON CAPITAL MANAGEMENT
0.04%0.03%#38$1.9M8,173$1.6M7,234+939+12.98%Add
Smartleaf Asset Management LLC
0.06%0.06%#30$1.9M8,053$1.7M8,05300.00%Unchanged
World Investment Advisors
0.03%0.03%#42$1.8M8,119$1.7M7,986+133+1.67%Add
NewEdge Advisors, LLC
<0.01%0.01%#76$1.5M6,417$1.6M7,615-1,198-15.73%Reduce
GTS SECURITIES LLC
0.03%0.05%#40$1.5M6,268$1.3M6,269-1-0.02%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#86$1.5M6,216$1.5M7,163-947-13.22%Reduce
CoreCap Advisors, LLC
0.04%0.04%#36$1.4M5,806$1.2M5,632+174+3.09%Add
STEPHENS INC /AR/
0.01%0.01%#56$1.2M5,141$1.2M5,356-215-4.01%Reduce
Aspire Capital Advisors LLC
0.23%0.07%#19$1.2M5,028$318,8101,483+3,545+239.04%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#98$1.1M4,795$00+4,795New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#106$1.1M4,776$376,4241,751+3,025+172.76%Add
Equitable Holdings, Inc.
0.01%0.01%#68$1.1M4,760$1.3M6,239-1,479-23.71%Reduce
HighPoint Advisor Group LLC
0.04%0.04%#37$1.1M4,603$855,5854,062+541+13.32%Add
Global Retirement Partners, LLC
0.02%#53$1.0M4,248$00+4,248New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow