Purchases and Sales Made in Q3 2023 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 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
113KNew |
$16.3M - $17.4M
|
113K
$21.8M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33.6KNew |
$4.84M - $5.2M
|
33.6K
$6.49M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.5KNew |
$4.68M - $5.02M
|
32.5K
$6.27M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.94KNew |
$1.14M - $1.23M
|
7.94K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.47KNew |
$932K - $1M
|
6.47K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.46KNew |
$931K - $1M
|
6.46K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.17K+ 18.45% |
$890K - $955K
|
39.6K
$7.65M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.82KNew |
$839K - $900K
|
5.82K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.16KNew |
$744K - $799K
|
5.16K
$997K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.71K+ 2.25% |
$679K - $729K
|
214K
$41.4M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.66K+ 32.17% |
$671K - $720K
|
19.1K
$3.69M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.03K+ 74.0% |
$581K - $624K
|
9.48K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.25K+ 109.19% |
$468K - $502K
|
6.22K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.19KNew |
$460K - $493K
|
3.19K
$616K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.76KNew |
$398K - $427K
|
2.76K
$533K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.72K+ 14.14% |
$392K - $421K
|
22K
$4.24M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2K+ 12.86% |
$288K - $309K
|
17.5K
$3.38M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.78K+ 37.18% |
$257K - $276K
|
6.57K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
873+ 22.78% |
$126K - $135K
|
4.71K
$908K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
789+ 7.71% |
$114K - $122K
|
11K
$2.13M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
490+ 4.53% |
$70.6K - $75.8K
|
11.3K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
451+ 30.49% |
$65K - $69.8K
|
1.93K
$373K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349+ 3.57% |
$50.3K - $54K
|
10.1K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250+ 25000.0% |
$36K - $38.7K
|
251
$48.5K
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
182+ 0.54% |
$26.2K - $28.2K
|
33.6K
$6.49M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
165+ 8.41% |
$23.8K - $25.5K
|
2.13K
$411K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
90New |
$13K - $13.9K
|
90
$17.4K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$3.6K - $3.87K
|
25
$4.83K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.37% |
$1.15K - $1.24K
|
2.15K
$415K
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7+ 0.46% |
$1.01K - $1.08K
|
1.53K
$296K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.34% |
$577 - $619
|
1.17K
$226K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.02% |
$1.44K - $1.55K
|
59.4K
$11.5M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17- 0.28% |
$2.45K - $2.63K
|
6.15K
$1.19M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20- 0.87% |
$2.88K - $3.09K
|
2.28K
$440K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-23- 1.62% |
$3.32K - $3.56K
|
1.39K
$269K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51- 3.23% |
$7.35K - $7.89K
|
1.53K
$295K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-89- 4.39% |
$12.8K - $13.8K
|
1.94K
$375K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-216- 8.03% |
$31.1K - $33.4K
|
2.47K
$477K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-263- 11.94% |
$37.9K - $40.7K
|
1.94K
$374K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-480- 18.07% |
$69.2K - $74.3K
|
2.18K
$420K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-659- 4.14% |
$95K - $102K
|
15.3K
$2.95M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-672- 9.51% |
$96.9K - $104K
|
6.39K
$1.23M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.12K- 9.69% |
$161K - $173K
|
10.4K
$2.01M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.52K- 13.98% |
$219K - $235K
|
9.33K
$1.8M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.91K- 55.43% |
$276K - $296K
|
1.54K
$297K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.29K- 3.12% |
$331K - $355K
|
71.1K
$13.7M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.62K- 1.92% |
$665K - $714K
|
236K
$45.5M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.7K- 32.44% |
$3.28M - $3.52M
|
47.4K
$9.14M
|