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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
666
shares
|
$134,185
0.01% of portfolio
|
Q3 2025
Reduced 35.47%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
512
shares
|
$103,157
0.0% of portfolio
|
Q2 2021
Reduced 0.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
246
shares
|
$49,564
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
210
shares
|
$42,310
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
184
shares
|
$37,072
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
180
shares
|
$36,266
0.0% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
158
shares
|
$31,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$30,222
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
150
shares
|
$30,222
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
150
shares
|
$30,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
137
shares
|
$27,602
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
114
shares
|
$22,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
107
shares
|
$21,558
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
95
shares
|
$19,140
0.0% of portfolio
|
Q1 2021
Reduced 13.64%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
75
shares
|
$15,111
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
68
shares
|
$13,700
0.0% of portfolio
|
Q2 2025
Reduced 40.35%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
54
shares
|
$10,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|