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 86 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,030
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,703
shares
|
$2.26 Million
0.06% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,803
shares
|
$2.09 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
9,786
shares
|
$1.89 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,365
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2021
Reduced 96.66%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,159
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
8,701
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,581
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,819
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
6,601
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,551
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,486
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,324
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
5,402
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
5,356
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2023
Reduced 18.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,176
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 110.58%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,869
shares
|
$941,567
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,855
shares
|
$938,859
0.09% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,771
shares
|
$922,615
0.01% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,065
shares
|
$786,089
0.0% of portfolio
|
Q4 2024
Added 125.58%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,831
shares
|
$740,838
0.32% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,528
shares
|
$682,244
0.03% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,403
shares
|
$658,072
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,157
shares
|
$610,500
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,078
shares
|
$595,223
0.04% of portfolio
|
Q4 2024
Added 0.07%
|