Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P 1500 VALUE TILT ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
839K+ 52181.22% |
$123M - $133M
|
841K
$159M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
92.1KNew |
$13.5M - $14.6M
|
92.1K
$17.5M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.3K+ 33.67% |
$13.1M - $14.2M
|
354K
$67.2M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.2K+ 94.4% |
$10.3M - $11.2M
|
144K
$27.4M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.7KNew |
$4.93M - $5.35M
|
33.7K
$6.38M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.7KNew |
$3.9M - $4.24M
|
26.7K
$5.06M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.8K+ 10.09% |
$2.31M - $2.51M
|
172K
$32.6M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 687.99% |
$1.74M - $1.89M
|
13.6K
$2.58M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.3KNew |
$1.36M - $1.48M
|
9.3K
$1.76M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.04K+ 18.66% |
$1.03M - $1.12M
|
44.8K
$8.48M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.59KNew |
$817K - $888K
|
5.59K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.03KNew |
$590K - $641K
|
4.03K
$764K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.64K+ 41.02% |
$532K - $578K
|
12.5K
$2.37M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 14.72% |
$491K - $533K
|
26.1K
$4.95M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.57KNew |
$376K - $409K
|
2.57K
$488K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.92K+ 133.33% |
$281K - $305K
|
3.36K
$637K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91KNew |
$280K - $304K
|
1.91K
$362K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.87KNew |
$274K - $298K
|
1.87K
$355K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.56K+ 141.36% |
$229K - $248K
|
2.67K
$506K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
1.54KNew |
$225K - $245K
|
1.54K
$292K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47KNew |
$216K - $234K
|
1.47K
$279K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.22K+ 33.99% |
$178K - $193K
|
4.79K
$908K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.19K+ 10.07% |
$175K - $190K
|
13K
$2.47M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 18.62% |
$147K - $160K
|
6.41K
$1.22M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
755+ 5.92% |
$110K - $120K
|
13.5K
$2.56M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
378+ 12.05% |
$55.3K - $60.1K
|
3.51K
$666K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
331+ 1103.33% |
$48.4K - $52.6K
|
361
$68.4K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
296+ 10.25% |
$43.3K - $47.1K
|
3.18K
$603K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
204+ 4.82% |
$29.9K - $32.4K
|
4.44K
$841K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
137New |
$20K - $21.8K
|
137
$26K
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
62+ 2.74% |
$9.07K - $9.86K
|
2.32K
$440K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
45New |
$6.59K - $7.16K
|
45
$8.53K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
35+ 1.04% |
$5.12K - $5.57K
|
3.4K
$645K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
15+ 0.46% |
$2.2K - $2.39K
|
3.28K
$621K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8+ 18.6% |
$1.17K - $1.27K
|
51
$9.67K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1- 0.01% |
$146 - $159
|
11.7K
$2.21M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18- 0.27% |
$2.63K - $2.86K
|
6.71K
$1.27M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-29- 1.73% |
$4.24K - $4.61K
|
1.64K
$311K
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-31- 1.38% |
$4.54K - $4.93K
|
2.21K
$420K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-147- 5.65% |
$21.5K - $23.4K
|
2.46K
$465K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-244- 0.4% |
$35.7K - $38.8K
|
60.1K
$11.4M
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-385- 2.18% |
$56.3K - $61.2K
|
17.3K
$3.27M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-713- 7.61% |
$104K - $113K
|
8.65K
$1.64M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-848- 32.79% |
$124K - $135K
|
1.74K
$329K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.14KClosed |
$167K - $181K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.37KClosed |
$201K - $218K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.58K- 18.97% |
$231K - $251K
|
6.75K
$1.28M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.66KClosed |
$242K - $263K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.72K- 33.77% |
$252K - $273K
|
3.37K
$639K
|