VLU · Insider trading · 13F holders · Congress trades
State Street SPDR S&P 1500 Value Tilt ET (VLU)
Who is buying and selling VLU: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 16
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VLU at a glance
- No open-market insider purchases or sales of VLU were filed in the last 90 days.
- 16 13F filers hold VLU among their 50 largest positions, worth $133.1M combined. The biggest bets by portfolio weight are Compass Financial Services Inc (4.4%), RFG - Bristol Wealth Advisors, LLC (3.4%) and Graney & King, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in VLU.
VLU insider trading
No open-market insider purchases or sales of VLU were filed in the last 90 days.
Who owns VLU? Hedge funds and superinvestors
16 13F filers hold VLU among their 50 largest positions, worth $133.1M combined. The biggest bets by portfolio weight are Compass Financial Services Inc (4.4%), RFG - Bristol Wealth Advisors, LLC (3.4%) and Graney & King, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Nadler Financial Group, Inc.Wealth manager | 2.7% | $32.8M | 137,235 | +4.2% shares | Q3 2026 |
| Stackstone Wealth, LLCAsset manager | 1.7% | $17.3M | 72,513 | — | Q3 2026 |
| Systelligence, LLCMutual fund manager | 2.5% | $14.7M | 61,831 | +5.3% shares | Q2 2026 |
| RFG - Bristol Wealth Advisors, LLCWealth manager | 3.4% | $14.2M | 59,621 | +5.4% shares | Q3 2026 |
| Compass Financial Services IncWealth manager | 4.4% | $11.7M | 48,951 | +3.8% shares | Q2 2026 |
| Absolute Capital Management, LLCWealth manager | 2.6% | $11.4M | 47,599 | +0.3% shares | Q3 2026 |
| Graney & King, LLCWealth manager | 3.2% | $9.0M | 37,868 | +4.3% shares | Q2 2026 |
| ShoreHaven Wealth Partners, LLCWealth manager | 2.1% | $6.7M | 28,231 | -2.7% shares | Q3 2026 |
| USAdvisors Wealth Management, LLCWealth manager | 1.6% | $5.5M | 22,819 | +3.5% shares | Q3 2026 |
| Roger Wittlin Investment Advisory, LLCWealth manager | 2.1% | $2.7M | 11,222 | -13.5% shares | Q3 2026 |
| Raffa Wealth Management, LLCInstitutional asset manager | 0.3% | $2.2M | 9,251 | — | Q2 2026 |
| Foronjy Financial LLCWealth manager | 0.8% | $2.1M | 8,956 | +2.3% shares | Q3 2026 |
| MOR Wealth Management, LLCWealth manager | 0.3% | $859K | 3,607 | +0.0% shares | Q2 2026 |
| Opulen Financial Group LLCWealth manager | 0.4% | $714K | 2,989 | +0.4% shares | Q3 2026 |
| Henderson Brothers Financial Partners, LLCWealth manager | 0.3% | $700K | 2,937 | -41.8% shares | Q2 2026 |
| Compass Planning Associates IncWealth manager | 0.2% | $415K | 1,738 | +0.4% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 6). Screen VLU in the grand portfolio →
VLU stock trades by members of Congress
No member of Congress has disclosed a trade in VLU.
VLU questions and answers
Are insiders buying VLU stock?
No open-market insider purchases or sales of VLU were filed in the last 90 days.
Which hedge funds own VLU?
16 13F filers hold VLU among their 50 largest positions, worth $133.1M combined. The biggest bets by portfolio weight are Compass Financial Services Inc (4.4%), RFG - Bristol Wealth Advisors, LLC (3.4%) and Graney & King, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded VLU?
No member of Congress has disclosed a trade in VLU.
Who is the largest holder of VLU?
Among 13F filers, Nadler Financial Group, Inc. reports the largest VLU position, $32.8M (137,235 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Compass Financial Services Inc's: 4.4% of its portfolio.
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