Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.4KNew |
$5.18M - $5.56M
|
37.4K
$7.23M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22K+ 11.74% |
$3.05M - $3.27M
|
210K
$40.5M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6KNew |
$830K - $891K
|
6K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6KNew |
$830K - $891K
|
6K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.45KNew |
$754K - $809K
|
5.45K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.95K+ 11788.0% |
$408K - $438K
|
2.97K
$574K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.79K+ 4.15% |
$386K - $415K
|
70.1K
$13.5M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.99K+ 39.12% |
$275K - $295K
|
7.06K
$1.36M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.53K+ 17.59% |
$212K - $227K
|
10.2K
$1.97M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.48KNew |
$205K - $220K
|
1.48K
$286K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.37K+ 4.28% |
$190K - $204K
|
33.5K
$6.46M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.16K+ 2.55% |
$160K - $172K
|
46.5K
$8.98M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
624+ 6.12% |
$86.3K - $92.7K
|
10.8K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
542+ 3.89% |
$75K - $80.5K
|
14.5K
$2.79M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
336+ 2.7% |
$46.5K - $49.9K
|
12.8K
$2.47M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
246New |
$34K - $36.5K
|
246
$47.5K
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
186+ 0.56% |
$25.7K - $27.6K
|
33.4K
$6.45M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
176+ 9.85% |
$24.4K - $26.1K
|
1.96K
$379K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$20.8K - $22.3K
|
150
$29K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
137New |
$19K - $20.3K
|
137
$26.5K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
125+ 2.07% |
$17.3K - $18.6K
|
6.17K
$1.19M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
62New |
$8.58K - $9.21K
|
62
$12K
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
47+ 3.18% |
$6.5K - $6.98K
|
1.52K
$294K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42+ 1.11% |
$5.81K - $6.24K
|
3.83K
$740K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23+ 0.12% |
$3.18K - $3.42K
|
19.2K
$3.72M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
13+ 0.38% |
$1.8K - $1.93K
|
3.45K
$667K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$969 - $1.04K
|
2.14K
$414K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.26% |
$415 - $446
|
1.17K
$226K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$138 - $149
|
1
$193
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$692 - $743
|
2.69K
$519K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.42% |
$830 - $891
|
1.42K
$273K
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-24- 1.17% |
$3.32K - $3.56K
|
2.03K
$392K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 87.72% |
$6.92K - $7.43K
|
7
$1.35K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-65- 3.95% |
$8.99K - $9.66K
|
1.58K
$305K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-95- 3.14% |
$13.1K - $14.1K
|
2.93K
$565K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-108- 2.34% |
$14.9K - $16K
|
4.5K
$870K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 1.09% |
$16.6K - $17.8K
|
10.8K
$2.09M
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-254- 15.46% |
$35.1K - $37.7K
|
1.39K
$268K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-271- 10.96% |
$37.5K - $40.3K
|
2.2K
$425K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-541- 16.92% |
$74.9K - $80.4K
|
2.66K
$513K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-762- 4.57% |
$105K - $113K
|
15.9K
$3.08M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 10.3% |
$155K - $167K
|
9.77K
$1.89M
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.42K- 2.33% |
$196K - $211K
|
59.4K
$11.5M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.9K- 45.16% |
$262K - $281K
|
2.3K
$444K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.25K- 12.66% |
$311K - $334K
|
15.5K
$3M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.63K- 65.64% |
$917K - $984K
|
3.47K
$670K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 12.05% |
$1.39M - $1.49M
|
73.4K
$14.2M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.4K- 11.88% |
$4.48M - $4.81M
|
240K
$46.4M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-42K- 87.78% |
$5.82M - $6.24M
|
5.85K
$1.13M
|