VLU — State Street Spdr S&P 1500 Value Tilt ETF Institutional Holders · Q3 2026
Who owns State Street Spdr S&P 1500 Value Tilt ETF (VLU)? 4 institutions reported holding $15.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RFG - Bristol Wealth Advisors, LLC ($14.2M), CoreCap Advisors, LLC ($1.4M), Planning Strategies Inc. ($31,337).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RFG - Bristol Wealth Advisors, LLC | $14.2M | 59,621 | Added |
| 2 | CoreCap Advisors, LLC | $1.4M | 6,003 | Added |
| 3 | Planning Strategies Inc. | $31,337 | 131 | Hold |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $17,925 | 75 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30