Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.6K+ 18.51% |
$11.2M - $11.8M
|
433K
$83.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 7.1% |
$2.61M - $2.74M
|
237K
$45.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.4K+ 49.75% |
$2.23M - $2.34M
|
40.3K
$7.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.05K+ 52.33% |
$1.51M - $1.58M
|
26.4K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.9KNew |
$815K - $856K
|
4.9K
$946K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.9K+ 25.0% |
$815K - $856K
|
24.5K
$4.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.6K+ 27.27% |
$764K - $803K
|
21.4K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.52K+ 264.54% |
$586K - $615K
|
4.85K
$937K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3K+ 28.7% |
$499K - $524K
|
13.5K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.07K+ 7.47% |
$344K - $361K
|
29.7K
$5.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91KNew |
$317K - $333K
|
1.91K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.82K+ 13.82% |
$303K - $318K
|
15K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.53K+ 2.45% |
$255K - $268K
|
64.2K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 3.29% |
$249K - $262K
|
47.1K
$9.09M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 9.9% |
$245K - $257K
|
16.3K
$3.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
984+ 21.48% |
$164K - $172K
|
5.56K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
804+ 6.66% |
$134K - $140K
|
12.9K
$2.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
800+ 253.97% |
$133K - $140K
|
1.12K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
659+ 31.23% |
$110K - $115K
|
2.77K
$535K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
509New |
$84.6K - $88.9K
|
509
$98.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
450New |
$74.8K - $78.6K
|
450
$86.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
324+ 3.04% |
$53.9K - $56.6K
|
11K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
298+ 4.94% |
$49.6K - $52K
|
6.33K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
260+ 4.45% |
$43.2K - $45.4K
|
6.11K
$1.18M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
216+ 3.47% |
$35.9K - $37.7K
|
6.45K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
165+ 9.43% |
$27.4K - $28.8K
|
1.91K
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
141+ 4.67% |
$23.4K - $24.6K
|
3.16K
$610K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
135New |
$22.5K - $23.6K
|
135
$26.1K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79+ 2.69% |
$13.1K - $13.8K
|
3.01K
$582K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27+ 0.26% |
$4.49K - $4.72K
|
10.2K
$1.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.3% |
$665 - $699
|
1.34K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 0.11% |
$499 - $524
|
2.78K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$166 - $175
|
1
$193
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.08% |
$166 - $175
|
1.22K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$166 - $175
|
1.2K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-22- 1.72% |
$3.66K - $3.84K
|
1.26K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23- 1.17% |
$3.82K - $4.02K
|
1.95K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-32- 0.37% |
$5.32K - $5.59K
|
8.66K
$1.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-34- 0.83% |
$5.65K - $5.94K
|
4.05K
$782K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-40- 2.56% |
$6.65K - $6.99K
|
1.53K
$294K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41Closed |
$6.82K - $7.16K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-85- 5.52% |
$14.1K - $14.8K
|
1.45K
$281K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-123- 7.32% |
$20.5K - $21.5K
|
1.56K
$301K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-140- 2.12% |
$23.3K - $24.5K
|
6.47K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-172- 5.88% |
$28.6K - $30K
|
2.75K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-376- 1.03% |
$62.5K - $65.7K
|
36.1K
$6.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-535- 1.25% |
$89K - $93.4K
|
42.3K
$8.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-710- 9.52% |
$118K - $124K
|
6.75K
$1.3M
|