Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5K+ 674.07% |
$7.69M - $8.39M
|
52.2K
$9.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.6K+ 314.87% |
$6.86M - $7.48M
|
53.4K
$9.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.2K+ 37.59% |
$2.56M - $2.8M
|
55.5K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5K+ 49836.0% |
$2.11M - $2.3M
|
12.5K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.53KNew |
$1.61M - $1.76M
|
9.53K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
7K+ 28.57% |
$1.18M - $1.29M
|
31.5K
$5.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.88K+ 12.5% |
$995K - $1.09M
|
53K
$9.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$786K - $858K
|
4.65K
$847K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.58KNew |
$774K - $844K
|
4.58K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.47K+ 20.85% |
$756K - $824K
|
25.9K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.4K+ 2067.61% |
$745K - $812K
|
4.62K
$841K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.53K+ 212.07% |
$597K - $651K
|
5.2K
$946K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.08KNew |
$520K - $567K
|
3.08K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.89K+ 37.17% |
$489K - $533K
|
10.7K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.59KNew |
$438K - $478K
|
2.59K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8KNew |
$305K - $332K
|
1.8K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 5.17% |
$237K - $259K
|
28.5K
$5.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 5.17% |
$237K - $259K
|
28.5K
$5.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 9.54% |
$217K - $237K
|
14.7K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.19KNew |
$202K - $220K
|
1.19K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 7.05% |
$195K - $212K
|
17.5K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
605+ 1.68% |
$102K - $112K
|
36.6K
$6.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
588New |
$99.4K - $108K
|
588
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
453+ 16.36% |
$76.6K - $83.5K
|
3.22K
$587K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350+ 6.29% |
$59.2K - $64.5K
|
5.91K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
338+ 17.66% |
$57.2K - $62.3K
|
2.25K
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
114New |
$19.3K - $21K
|
114
$20.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
97+ 0.35% |
$16.4K - $17.9K
|
28.1K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
92+ 0.04% |
$15.6K - $17K
|
237K
$43.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
75New |
$12.7K - $13.8K
|
75
$13.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$11.5K - $12.5K
|
68
$12.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
55+ 0.85% |
$9.3K - $10.1K
|
6.5K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 0.96% |
$7.95K - $8.67K
|
4.95K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23+ 0.42% |
$3.89K - $4.24K
|
5.49K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$3.55K - $3.87K
|
21
$3.83K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21+ 1.1% |
$3.55K - $3.87K
|
1.93K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20New |
$3.38K - $3.69K
|
20
$3.64K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$507 - $553
|
1.34K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$169 - $184
|
1.2K
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$169 - $184
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$169 - $184
|
3.16K
$575K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-20- 1.65% |
$3.38K - $3.69K
|
1.2K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37- 2.37% |
$6.26K - $6.82K
|
1.52K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-46- 0.45% |
$7.78K - $8.48K
|
10.2K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-75- 0.68% |
$12.7K - $13.8K
|
10.9K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-79- 2.62% |
$13.4K - $14.6K
|
2.94K
$535K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-89- 5.35% |
$15.1K - $16.4K
|
1.58K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-120- 2.96% |
$20.3K - $22.1K
|
3.93K
$716K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-200- 10.28% |
$33.8K - $36.9K
|
1.75K
$318K
|