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 95 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
15,966
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,678
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Added 55.92%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,316
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 42.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,578
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
13,956
shares
|
$2.81 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,696
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 389.44%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,706
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,626
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,547
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,365
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2021
Reduced 96.66%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,617
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,329
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,177
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,072
shares
|
$1.63 Million
0.14% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,049
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.71%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,302
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Added 61.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,231
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
6,798
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,695
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,628
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
6,399
shares
|
$1.29 Million
0.57% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,746
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 151.14%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,693
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 108.31%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,356
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2023
Reduced 18.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,221
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|