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 88 institutions that hold shares in the stock, with a total of 1.61 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,030
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,803
shares
|
$1.92 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,734
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,035
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,365
shares
|
$1.67 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
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
8,719
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,581
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,878
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,819
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,551
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,486
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
6,465
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,356
shares
|
$953,421
0.02% of portfolio
|
Q4 2023
Reduced 18.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,176
shares
|
$921,379
0.01% of portfolio
|
Q4 2024
Added 110.58%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
5,133
shares
|
$913,725
0.28% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,869
shares
|
$866,730
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,855
shares
|
$864,238
0.09% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,771
shares
|
$849,285
0.01% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,065
shares
|
$723,610
0.0% of portfolio
|
Q4 2024
Added 125.58%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
3,778
shares
|
$672,521
0.33% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,528
shares
|
$628,019
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
|
$605,768
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,108
shares
|
$553,255
0.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,078
shares
|
$547,914
0.04% of portfolio
|
Q4 2024
Added 0.07%
|