Purchases and Sales Made in Q2 2025 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 2025. 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, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.5K+ 14.18% |
$8.68M - $10.3M
|
431K
$86.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.3K+ 62.48% |
$8.33M - $9.86M
|
133K
$26.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
25.1K+ 2093.58% |
$4.08M - $4.83M
|
26.3K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.4K+ 17.8% |
$2.67M - $3.15M
|
109K
$21.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16KNew |
$2.59M - $3.07M
|
16K
$3.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14KNew |
$2.27M - $2.68M
|
14K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 389.44% |
$1.64M - $1.94M
|
12.7K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.23KNew |
$1.17M - $1.39M
|
7.23K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
6.14KNew |
$997K - $1.18M
|
6.14K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.77K+ 9.74% |
$937K - $1.11M
|
65K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.62K+ 55.92% |
$913K - $1.08M
|
15.7K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.52K+ 34.53% |
$896K - $1.06M
|
21.5K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.58K+ 42.69% |
$744K - $880K
|
15.3K
$3.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.51K+ 4.78% |
$733K - $867K
|
98.9K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.84KNew |
$623K - $737K
|
3.84K
$773K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.46KNew |
$562K - $665K
|
3.46K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.46K+ 151.14% |
$561K - $664K
|
5.75K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.96K+ 108.31% |
$481K - $569K
|
5.69K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.77K+ 61.16% |
$450K - $532K
|
7.3K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 3.79% |
$294K - $348K
|
49.7K
$10M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.79K+ 77.56% |
$291K - $344K
|
4.1K
$826K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6K+ 1.93% |
$259K - $307K
|
84.4K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 3.64% |
$240K - $285K
|
42.1K
$8.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.43K+ 44.12% |
$233K - $275K
|
4.68K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.38K+ 20.57% |
$224K - $265K
|
8.07K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31KNew |
$213K - $252K
|
1.31K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 78.92% |
$211K - $250K
|
2.95K
$593K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 18.75% |
$210K - $248K
|
8.18K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.03K+ 5.97% |
$168K - $198K
|
18.3K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
784+ 2.61% |
$127K - $151K
|
30.8K
$6.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
621+ 3.27% |
$101K - $119K
|
19.6K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
502+ 12.59% |
$81.5K - $96.5K
|
4.49K
$905K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
482+ 11.88% |
$78.2K - $92.6K
|
4.54K
$915K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
371+ 43.24% |
$60.2K - $71.3K
|
1.23K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
309+ 23.15% |
$50.2K - $59.4K
|
1.64K
$331K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
234+ 14.9% |
$38K - $45K
|
1.8K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
230+ 3.56% |
$37.3K - $44.2K
|
6.7K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
63+ 53.85% |
$10.2K - $12.1K
|
180
$36.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
59+ 3.47% |
$9.58K - $11.3K
|
1.76K
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
54New |
$8.77K - $10.4K
|
54
$10.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
14+ 0.49% |
$2.27K - $2.69K
|
2.88K
$581K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
12+ 0.39% |
$1.95K - $2.31K
|
3.12K
$629K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 5.26% |
$812 - $961
|
100
$20.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$162 - $192
|
2.92K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.29% |
$487 - $576
|
1.03K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-46- 40.35% |
$7.47K - $8.84K
|
68
$13.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-92- 2.69% |
$14.9K - $17.7K
|
3.33K
$670K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96- 5.96% |
$15.6K - $18.4K
|
1.52K
$305K
|