Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68KNew |
$8.57M - $10.2M
|
68K
$12.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
26.3KNew |
$3.31M - $3.94M
|
26.3K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20K+ 11.35% |
$2.52M - $3M
|
196K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.5K+ 1384.75% |
$1.58M - $1.88M
|
13.4K
$2.48M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.37KNew |
$1.18M - $1.4M
|
9.37K
$1.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 13.65% |
$855K - $1.02M
|
56.6K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.44K+ 119.85% |
$810K - $965K
|
11.8K
$2.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.59K+ 311.77% |
$703K - $837K
|
7.38K
$1.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.14KNew |
$521K - $621K
|
4.14K
$765K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.63K+ 17.94% |
$457K - $544K
|
23.8K
$4.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.42K+ 30.8% |
$430K - $512K
|
14.5K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.17K+ 25.27% |
$398K - $474K
|
15.7K
$2.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.82K+ 5630.0% |
$354K - $422K
|
2.87K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.04K+ 37.24% |
$257K - $306K
|
7.53K
$1.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 28.75% |
$127K - $151K
|
4.51K
$832K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
745+ 14.64% |
$93.8K - $112K
|
5.83K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
599+ 0.9% |
$75.4K - $89.8K
|
67K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
594+ 0.99% |
$74.8K - $89K
|
60.5K
$11.2M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
440+ 36.61% |
$55.4K - $65.9K
|
1.64K
$303K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
424+ 11.05% |
$53.4K - $63.5K
|
4.26K
$787K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
328+ 7.73% |
$41.3K - $49.2K
|
4.57K
$844K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
326+ 29.74% |
$41K - $48.9K
|
1.42K
$263K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36+ 1.46% |
$4.53K - $5.4K
|
2.5K
$462K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
34+ 1.0% |
$4.28K - $5.1K
|
3.44K
$635K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22+ 0.69% |
$2.77K - $3.3K
|
3.23K
$596K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-7- 0.45% |
$881 - $1.05K
|
1.54K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10- 90.91% |
$1.26K - $1.5K
|
1
$185
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-31- 50.0% |
$3.9K - $4.65K
|
31
$5.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-523- 11.15% |
$65.8K - $78.4K
|
4.17K
$770K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-530- 15.54% |
$66.7K - $79.4K
|
2.88K
$532K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-629- 4.65% |
$79.2K - $94.3K
|
12.9K
$2.38M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-786- 21.39% |
$98.9K - $118K
|
2.89K
$534K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.55K- 37.85% |
$195K - $232K
|
2.55K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.8K- 31.56% |
$227K - $270K
|
3.9K
$721K
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.5K- 5.97% |
$315K - $375K
|
39.4K
$7.28M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 15.22% |
$489K - $582K
|
21.6K
$3.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.59K- 49.39% |
$703K - $837K
|
5.73K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.13K- 48.49% |
$1.02M - $1.22M
|
8.63K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.19K- 5.32% |
$1.16M - $1.38M
|
163K
$30.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.9K- 24.38% |
$2.37M - $2.83M
|
58.5K
$10.8M
|