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 |
|---|---|---|---|---|---|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,980
shares
|
$530,469
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,953
shares
|
$525,663
0.0% of portfolio
|
Q1 2025
Added 123.54%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
2,923
shares
|
$520,323
0.49% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,919
shares
|
$519,611
0.01% of portfolio
|
Q4 2024
Added 29.62%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
2,868
shares
|
$510,532
0.53% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,754
shares
|
$490,239
0.02% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,583
shares
|
$459,799
0.0% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,268
shares
|
$403,726
0.04% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
1,665
shares
|
$296,386
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,646
shares
|
$293,004
0.01% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,611
shares
|
$286,774
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,570
shares
|
$279,475
0.01% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
1,454
shares
|
$258,826
0.13% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,192
shares
|
$212,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,124
shares
|
$200,083
0.05% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,099
shares
|
$195,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,035
shares
|
$184,240
0.02% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
858
shares
|
$152,732
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
531
shares
|
$94,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
512
shares
|
$91,141
0.0% of portfolio
|
Q2 2021
Reduced 0.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
246
shares
|
$43,790
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
210
shares
|
$37,382
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
184
shares
|
$32,753
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
158
shares
|
$28,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
150
shares
|
$26,701
0.0% of portfolio
|
Q4 2023
New holding
|