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 85 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 $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
2,916
shares
|
$538,993
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
2,854
shares
|
$527,533
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,754
shares
|
$509,049
0.02% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,583
shares
|
$477,441
0.0% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,268
shares
|
$419,217
0.04% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
1,665
shares
|
$307,758
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,646
shares
|
$304,246
0.01% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,618
shares
|
$299,071
0.01% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,529
shares
|
$282,620
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,460
shares
|
$269,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,454
shares
|
$268,757
0.13% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,321
shares
|
$244,173
0.0% of portfolio
|
Q4 2024
Reduced 31.52%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
1,197
shares
|
$221,253
0.13% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
1,192
shares
|
$220,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,161
shares
|
$214,599
0.06% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,076
shares
|
$198,887
0.02% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
531
shares
|
$98,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
512
shares
|
$94,638
0.0% of portfolio
|
Q2 2021
Reduced 0.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
246
shares
|
$45,470
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
210
shares
|
$38,816
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
184
shares
|
$34,010
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
158
shares
|
$29,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$27,726
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$27,726
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
150
shares
|
$27,726
0.0% of portfolio
|
Q4 2024
New holding
|