Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.86K+ 26.04% |
$1.31M - $1.4M
|
33.2K
$6.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
429+ 9.55% |
$81.9K - $87.9K
|
4.92K
$991K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
257+ 4.18% |
$49K - $52.6K
|
6.4K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.21% |
$3.43K - $3.69K
|
8.62K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
14+ 0.49% |
$2.67K - $2.87K
|
2.9K
$583K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 7.0% |
$1.34K - $1.43K
|
107
$21.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6- 0.07% |
$1.14K - $1.23K
|
8.33K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 2.0% |
$11.3K - $12.1K
|
2.89K
$581K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-59- 0.2% |
$11.3K - $12.1K
|
28.9K
$5.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-213- 14.06% |
$40.6K - $43.6K
|
1.3K
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-308- 6.37% |
$58.8K - $63.1K
|
4.53K
$913K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-366- 35.47% |
$69.8K - $75K
|
666
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.01K- 25.59% |
$957K - $1.03M
|
14.6K
$2.94M
|