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 89 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
13,132
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,490
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Added 207.26%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
11,001
shares
|
$2.04 Million
0.13% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,734
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,055
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,035
shares
|
$1.86 Million
0.15% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,365
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2021
Reduced 96.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,172
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
8,719
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,655
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
6,886
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 44.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,878
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,695
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Added 37.9%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
6,465
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,376
shares
|
$996,871
0.0% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,356
shares
|
$993,163
0.02% of portfolio
|
Q4 2023
Reduced 18.49%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
5,133
shares
|
$951,812
0.28% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,531
shares
|
$840,183
0.05% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,058
shares
|
$752,474
0.01% of portfolio
|
Q1 2025
Added 39.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,988
shares
|
$739,494
0.03% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
3,778
shares
|
$700,554
0.33% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
3,419
shares
|
$633,985
0.61% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
3,248
shares
|
$602,276
0.06% of portfolio
|
Q1 2025
Added 43.21%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,108
shares
|
$576,316
0.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,980
shares
|
$552,581
0.18% of portfolio
|
Q1 2025
New holding
|