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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,919
shares
|
$991,080
0.04% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,681
shares
|
$943,127
0.07% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,540
shares
|
$914,719
0.02% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,530
shares
|
$912,704
0.22% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
4,098
shares
|
$825,665
0.0% of portfolio
|
Q2 2025
Added 77.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,838
shares
|
$773,280
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
3,778
shares
|
$761,191
0.32% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,462
shares
|
$697,523
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
3,327
shares
|
$670,323
0.5% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,120
shares
|
$628,617
0.04% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
2,924
shares
|
$589,127
0.46% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
2,896
shares
|
$583,486
0.54% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,886
shares
|
$581,471
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,735
shares
|
$551,047
0.0% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,583
shares
|
$520,422
0.02% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
2,103
shares
|
$423,712
0.12% of portfolio
|
Q2 2025
Reduced 29.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,804
shares
|
$363,469
0.01% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,760
shares
|
$354,604
0.03% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,658
shares
|
$334,053
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
1,644
shares
|
$331,233
0.25% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
1,454
shares
|
$292,951
0.12% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,309
shares
|
$263,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,302
shares
|
$262,326
0.01% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,229
shares
|
$247,618
0.02% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
1,192
shares
|
$240,164
0.0% of portfolio
|
Q3 2024
New holding
|