Purchases and Sales Made in Q2 2023 in Spdr S&P 1500 Value Tilt ETF (VLU)

VLU Quotes by TradingView

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
 -
37.4K
New
$5.18M - $5.56M
37.4K $7.18M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
22K
+ 11.74%
$3.05M - $3.27M
210K $40.2M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
6K
New
$830K - $891K
6K $1.15M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
6K
New
$830K - $891K
6K $1.15M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.45K
New
$754K - $809K
5.45K $1.04M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.95K
+ 11788.0%
$408K - $438K
2.97K $570K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
2.79K
+ 4.15%
$386K - $415K
70.1K $13.4M
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 $1.96M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.48K
New
$205K - $220K
1.48K $284K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
1.16K
+ 2.55%
$160K - $172K
46.5K $8.92M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
624
+ 6.12%
$86.3K - $92.7K
10.8K $2.08M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
542
+ 3.89%
$75K - $80.5K
14.5K $2.78M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
336
+ 2.7%
$46.5K - $49.9K
12.8K $2.45M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
246
New
$34K - $36.5K
246 $47.2K
Jul 31, 2023 Q2 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
186
+ 0.56%
$25.7K - $27.6K
33.4K $6.41M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
176
+ 9.85%
$24.4K - $26.1K
1.96K $377K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
150
New
$20.8K - $22.3K
150 $28.8K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
137
New
$19K - $20.3K
137 $26.3K
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
125
+ 2.07%
$17.3K - $18.6K
6.17K $1.18M
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
62
New
$8.58K - $9.21K
62 $11.9K
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
47
+ 3.18%
$6.5K - $6.98K
1.52K $292K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
42
+ 1.11%
$5.81K - $6.24K
3.83K $735K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
23
+ 0.12%
$3.18K - $3.42K
19.2K $3.69M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
13
+ 0.38%
$1.8K - $1.93K
3.45K $662K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
7
+ 0.33%
$969 - $1.04K
2.14K $411K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
3
+ 0.26%
$415 - $446
1.17K $224K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$138 - $149
1 $192
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

SELL
 -
-5
- 0.19%
$692 - $743
2.69K $516K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-6
- 0.42%
$830 - $891
1.42K $272K
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

SELL
 -
-24
- 1.17%
$3.32K - $3.56K
2.03K $389K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-50
- 87.72%
$6.92K - $7.43K
7 $1.34K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

SELL
 -
-65
- 3.95%
$8.99K - $9.66K
1.58K $303K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-95
- 3.14%
$13.1K - $14.1K
2.93K $561K
Jul 13, 2023 Q2 2023
Saxon Interests, Inc.

SELL
 -
-108
- 2.34%
$14.9K - $16K
4.5K $864K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-120
- 1.09%
$16.6K - $17.8K
10.8K $2.08M
Jul 12, 2023 Q2 2023
Professional Financial Advisors, LLC

SELL
 -
-254
- 15.46%
$35.1K - $37.7K
1.39K $266K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

SELL
 -
-271
- 10.96%
$37.5K - $40.3K
2.2K $422K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-541
- 16.92%
$74.9K - $80.4K
2.66K $510K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

SELL
 -
-762
- 4.57%
$105K - $113K
15.9K $3.06M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-1.12K
- 10.3%
$155K - $167K
9.77K $1.88M
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

SELL
 -
-1.42K
- 2.33%
$196K - $211K
59.4K $11.4M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

SELL
 -
-1.9K
- 45.16%
$262K - $281K
2.3K $441K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-2.25K
- 12.66%
$311K - $334K
15.5K $2.98M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-6.63K
- 65.64%
$917K - $984K
3.47K $665K
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 $14.1M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-32.4K
- 11.88%
$4.48M - $4.81M
240K $46.1M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-42K
- 87.78%
$5.82M - $6.24M
5.85K $1.12M

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