Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 22.06% |
$4.18M - $5M
|
176K
$32.6M
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
21.7KNew |
$2.85M - $3.41M
|
21.7K
$4.01M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.7K+ 48.38% |
$2.84M - $3.4M
|
66.4K
$12.3M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.7K+ 48.38% |
$2.84M - $3.4M
|
66.4K
$12.3M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 47.89% |
$2.11M - $2.53M
|
49.8K
$9.2M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4K+ 284.4% |
$1.63M - $1.94M
|
16.8K
$3.1M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.64K+ 48.85% |
$870K - $1.04M
|
20.2K
$3.73M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.88K+ 111.78% |
$377K - $451K
|
5.45K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.7K+ 101.39% |
$355K - $424K
|
5.37K
$992K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 72.35% |
$302K - $361K
|
5.49K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$158K - $189K
|
1.2K
$222K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.1KNew |
$144K - $172K
|
1.1K
$202K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
905New |
$119K - $142K
|
905
$167K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
495+ 0.29% |
$64.9K - $77.6K
|
173K
$31.9M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
476+ 14.17% |
$62.4K - $74.7K
|
3.84K
$708K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
404New |
$53K - $63.4K
|
404
$74.6K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
239New |
$31.3K - $37.5K
|
239
$44.1K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
221+ 6.74% |
$29K - $34.7K
|
3.5K
$646K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
192+ 10.25% |
$25.2K - $30.1K
|
2.07K
$382K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
144+ 1.54% |
$18.9K - $22.6K
|
9.51K
$1.76M
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
141+ 6.07% |
$18.5K - $22.1K
|
2.46K
$455K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
75New |
$9.84K - $11.8K
|
75
$13.9K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20+ 0.16% |
$2.62K - $3.14K
|
12.5K
$2.31M
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
19+ 1.23% |
$2.49K - $2.98K
|
1.56K
$288K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 21.57% |
$1.44K - $1.73K
|
62
$11.5K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.18K - $1.41K
|
13.5K
$2.5M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
4+ 0.12% |
$525 - $627
|
3.41K
$629K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$131 - $157
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-27- 1.22% |
$3.54K - $4.23K
|
2.19K
$404K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-45Closed |
$5.9K - $7.06K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-97- 5.9% |
$12.7K - $15.2K
|
1.55K
$286K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-103- 2.93% |
$13.5K - $16.2K
|
3.41K
$630K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-120- 6.28% |
$15.7K - $18.8K
|
1.79K
$331K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-168- 4.98% |
$22K - $26.3K
|
3.2K
$592K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-195- 4.39% |
$25.6K - $30.6K
|
4.24K
$783K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-212- 0.35% |
$27.8K - $33.3K
|
59.9K
$11.1M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-311- 86.15% |
$40.8K - $48.8K
|
50
$9.23K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-336- 6.19% |
$44.1K - $52.7K
|
5.09K
$940K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-356- 8.83% |
$46.7K - $55.8K
|
3.68K
$679K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-371- 3.18% |
$48.7K - $58.2K
|
11.3K
$2.09M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-636- 2.43% |
$83.4K - $99.8K
|
25.5K
$4.71M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.05K- 15.49% |
$137K - $164K
|
5.7K
$1.05M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.42K- 25.42% |
$186K - $223K
|
4.17K
$769K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.47KClosed |
$193K - $231K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.72K- 26.8% |
$225K - $269K
|
4.69K
$867K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.74KClosed |
$228K - $273K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.96K- 14.98% |
$256K - $307K
|
11.1K
$2.05M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.46KClosed |
$322K - $385K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.31KClosed |
$565K - $675K
|
0
$0
|