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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-120- 1.38% |
$19.5K - $23.1K
|
8.6K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-155- 2.88% |
$25.2K - $29.8K
|
5.22K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-171- 6.21% |
$27.8K - $32.9K
|
2.58K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-218- 7.38% |
$35.4K - $41.9K
|
2.74K
$551K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-244- 1.14% |
$39.6K - $46.9K
|
21.1K
$4.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-250- 3.63% |
$40.6K - $48K
|
6.63K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-295- 5.75% |
$47.9K - $56.7K
|
4.84K
$975K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-329- 3.28% |
$53.4K - $63.2K
|
9.71K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-837- 9.13% |
$136K - $161K
|
8.34K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-877- 29.43% |
$142K - $169K
|
2.1K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-952- 3.58% |
$155K - $183K
|
25.6K
$5.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.45K- 13.22% |
$236K - $279K
|
9.55K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.59K- 5.19% |
$258K - $305K
|
29K
$5.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 21.46% |
$301K - $357K
|
6.8K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.86K- 22.93% |
$465K - $550K
|
9.63K
$1.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.68K- 9.13% |
$597K - $707K
|
36.6K
$7.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.08K- 38.71% |
$825K - $977K
|
8.05K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-5.99K- 10.62% |
$972K - $1.15M
|
50.4K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.67K- 7.95% |
$1.08M - $1.28M
|
77.3K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.5K- 13.13% |
$2.03M - $2.41M
|
82.8K
$16.7M
|