Purchases and Sales Made in Q1 2024 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 2024. 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 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
62.6KNew |
$9.84M - $11M
|
62.6K
$12.2M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$2.72M - $3.03M
|
17.3K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.2K+ 150.9% |
$2.54M - $2.84M
|
26.9K
$5.24M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 41820.0% |
$1.64M - $1.83M
|
10.5K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.3KNew |
$1.46M - $1.63M
|
9.3K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.01K+ 23.03% |
$1.26M - $1.4M
|
42.8K
$8.33M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.97KNew |
$1.1M - $1.22M
|
6.97K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.16KNew |
$968K - $1.08M
|
6.16K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.07K+ 2.35% |
$797K - $889K
|
221K
$43M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.16K+ 5.75% |
$653K - $728K
|
76.4K
$14.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.69K+ 126.2% |
$579K - $646K
|
6.61K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.44K+ 10.4% |
$540K - $603K
|
36.5K
$7.11M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.88K+ 169.25% |
$452K - $505K
|
4.58K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.78KNew |
$437K - $487K
|
2.78K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.44K+ 22.74% |
$383K - $428K
|
13.2K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.75KNew |
$275K - $307K
|
1.75K
$341K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.52K+ 4.22% |
$239K - $266K
|
37.5K
$7.3M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 10.77% |
$227K - $253K
|
14.9K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 9.05% |
$220K - $245K
|
16.8K
$3.28M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.31KNew |
$205K - $229K
|
1.31K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 2.86% |
$199K - $222K
|
45.6K
$8.87M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1.21KNew |
$191K - $213K
|
1.21K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.18KNew |
$185K - $207K
|
1.18K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
926+ 38.12% |
$146K - $162K
|
3.36K
$653K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
860+ 39.87% |
$135K - $151K
|
3.02K
$587K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
447+ 1.64% |
$70.3K - $78.4K
|
27.6K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
315+ 5.69% |
$49.5K - $55.2K
|
5.85K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
269+ 3.74% |
$42.3K - $47.2K
|
7.46K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
268+ 2.58% |
$42.1K - $47K
|
10.7K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
210New |
$33K - $36.8K
|
210
$40.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 13.35% |
$24.7K - $27.5K
|
1.33K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89New |
$14K - $15.6K
|
89
$17.3K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
46+ 3.03% |
$7.23K - $8.06K
|
1.57K
$305K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41New |
$6.44K - $7.19K
|
41
$7.98K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37+ 0.62% |
$5.81K - $6.49K
|
6.03K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 55.56% |
$3.93K - $4.38K
|
70
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6+ 0.45% |
$943 - $1.05K
|
1.33K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.26% |
$629 - $701
|
1.54K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$157 - $175
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 0.2% |
$943 - $1.05K
|
2.94K
$571K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14- 0.13% |
$2.2K - $2.45K
|
10.5K
$2.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-30- 8.7% |
$4.71K - $5.26K
|
315
$61.3K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59- 0.16% |
$9.27K - $10.3K
|
37.5K
$7.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59- 0.16% |
$9.27K - $10.3K
|
37.5K
$7.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-61- 3.0% |
$9.59K - $10.7K
|
1.97K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-63- 1.01% |
$9.9K - $11K
|
6.18K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-78- 0.76% |
$12.3K - $13.7K
|
10.2K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-88- 4.97% |
$13.8K - $15.4K
|
1.68K
$327K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-109- 8.33% |
$17.1K - $19.1K
|
1.2K
$233K
|