Purchases and Sales Made in Q1 2023 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 2023. 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 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
67.7K+ 602.51% |
$9.19M - $10.2M
|
79K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
47.9KNew |
$6.5M - $7.19M
|
47.9K
$8.84M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 16.14% |
$5.14M - $5.69M
|
273K
$50.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 27.95% |
$2M - $2.21M
|
67.3K
$12.4M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.4KNew |
$1.69M - $1.87M
|
12.4K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$1.37M - $1.52M
|
10.1K
$1.86M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.36KNew |
$863K - $955K
|
6.36K
$1.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.28K+ 160.49% |
$853K - $943K
|
10.2K
$1.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.04K+ 7.8% |
$820K - $907K
|
83.5K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.61K+ 16.11% |
$626K - $692K
|
33.2K
$6.14M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.55K+ 12.44% |
$482K - $533K
|
32.1K
$5.93M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.14K+ 173.78% |
$426K - $471K
|
4.94K
$912K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.29K+ 35.65% |
$310K - $343K
|
8.7K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.06KNew |
$280K - $309K
|
2.06K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.96K+ 168.35% |
$266K - $295K
|
3.13K
$578K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.58K+ 2.67% |
$215K - $237K
|
60.8K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.54K+ 9.5% |
$209K - $232K
|
17.8K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 12.0% |
$158K - $175K
|
10.9K
$2.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$151K - $167K
|
1.11K
$206K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.08K+ 30.61% |
$147K - $162K
|
4.61K
$852K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 751.09% |
$140K - $155K
|
1.17K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 5.49% |
$136K - $150K
|
19.2K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
894+ 0.48% |
$121K - $134K
|
187K
$34.6M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
535+ 11.78% |
$72.6K - $80.4K
|
5.08K
$938K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
507+ 9.16% |
$68.8K - $76.1K
|
6.04K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
307+ 8.81% |
$41.7K - $46.1K
|
3.79K
$700K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
199+ 13.78% |
$27K - $29.9K
|
1.64K
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
193+ 10.38% |
$26.2K - $29K
|
2.05K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
154+ 1.12% |
$20.9K - $23.1K
|
13.9K
$2.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
54+ 1.3% |
$7.33K - $8.11K
|
4.2K
$775K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
48New |
$6.52K - $7.21K
|
48
$8.87K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
48+ 2.47% |
$6.52K - $7.21K
|
1.99K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.53% |
$1.09K - $1.2K
|
1.53K
$282K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7+ 0.48% |
$950 - $1.05K
|
1.48K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$136 - $150
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3- 0.14% |
$407 - $451
|
2.14K
$394K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12- 0.35% |
$1.63K - $1.8K
|
3.44K
$635K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-447- 15.31% |
$60.7K - $67.1K
|
2.47K
$457K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-620- 5.35% |
$84.2K - $93.1K
|
11K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-988- 23.61% |
$134K - $148K
|
3.2K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.33K- 4.89% |
$317K - $350K
|
45.3K
$8.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.22K- 20.18% |
$573K - $634K
|
16.7K
$3.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51.2K- 95.0% |
$6.95M - $7.69M
|
2.69K
$498K
|