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 89 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,953
shares
|
$547,574
0.0% of portfolio
|
Q1 2025
Added 123.54%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
2,923
shares
|
$542,011
0.49% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
2,868
shares
|
$531,813
0.53% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,754
shares
|
$510,674
0.02% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,733
shares
|
$506,780
0.0% of portfolio
|
Q1 2025
Reduced 47.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,594
shares
|
$481,005
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
2,308
shares
|
$427,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,288
shares
|
$424,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,701
shares
|
$315,416
0.03% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,646
shares
|
$305,217
0.01% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,611
shares
|
$298,727
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,570
shares
|
$291,125
0.01% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
1,454
shares
|
$269,615
0.13% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
1,335
shares
|
$247,549
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
1,200
shares
|
$222,516
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,192
shares
|
$221,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,124
shares
|
$208,423
0.05% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,099
shares
|
$203,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,035
shares
|
$191,920
0.02% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
858
shares
|
$159,098
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
512
shares
|
$94,940
0.0% of portfolio
|
Q2 2021
Reduced 0.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
246
shares
|
$45,615
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
210
shares
|
$38,940
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
184
shares
|
$34,119
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
158
shares
|
$29,297
0.0% of portfolio
|
Q4 2024
New holding
|