Institutional Ownership Spdr S&P 1500 Value Tilt ETF (VLU)
This table provides information about the institutional ownership of Spdr S&P 1500 Value Tilt ETF (VLU). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
352,478
shares
|
$68.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
236,738
shares
|
$45.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
63,899
shares
|
$12.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,297
shares
|
$12.3 Million
3.97% of portfolio
|
Q4 2023
Added 6.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
55,473
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 37.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,440
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Added 314.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
52,957
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
52,219
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 674.07%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
40,498
shares
|
$7.85 Million
4.36% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
37,432
shares
|
$7.26 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
36,574
shares
|
$7.09 Million
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
35,764
shares
|
$6.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
31,500
shares
|
$6.11 Million
3.54% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,624
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
28,541
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
28,121
shares
|
$5.45 Million
2.56% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,539
shares
|
$5.14 Million
2.79% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
25,912
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
17,485
shares
|
$3.39 Million
0.14% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,738
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,585
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
12,484
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Added 49836.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,910
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
10,672
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Added 37.17%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,197
shares
|
$1.98 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.45%
|