Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.3K+ 14.08% |
$2.81M - $3.01M
|
156K
$28.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.92K+ 15.41% |
$1.44M - $1.55M
|
74.3K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.33K+ 30.51% |
$775K - $831K
|
22.8K
$4.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.59K+ 39.94% |
$522K - $560K
|
12.6K
$2.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.84K+ 28.67% |
$414K - $444K
|
12.8K
$2.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.26KNew |
$329K - $353K
|
2.26K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.21KNew |
$322K - $345K
|
2.21K
$409K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.72KNew |
$251K - $269K
|
1.72K
$318K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$234K - $251K
|
1.61K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.37KNew |
$200K - $215K
|
1.37K
$254K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.14KNew |
$166K - $178K
|
1.14K
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
952+ 29.02% |
$138K - $149K
|
4.23K
$782K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
877+ 1.47% |
$128K - $137K
|
60.4K
$11.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
837+ 7.6% |
$122K - $131K
|
11.9K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
721+ 1.95% |
$105K - $113K
|
37.7K
$6.97M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
684+ 27.9% |
$99.5K - $107K
|
3.14K
$579K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
659+ 13.89% |
$95.9K - $103K
|
5.4K
$998K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
429+ 23.21% |
$62.4K - $67K
|
2.28K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
390+ 13.57% |
$56.7K - $60.9K
|
3.26K
$603K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
333+ 14.68% |
$48.4K - $52K
|
2.6K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
310+ 3.87% |
$45.1K - $48.4K
|
8.33K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
252+ 9.56% |
$36.7K - $39.3K
|
2.89K
$533K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
227+ 11.25% |
$33K - $35.4K
|
2.25K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
30New |
$4.36K - $4.68K
|
30
$5.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
27+ 1.91% |
$3.93K - $4.22K
|
1.44K
$266K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$873 - $937
|
1.67K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$145 - $156
|
1
$185
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 14.0% |
$1.02K - $1.09K
|
43
$7.94K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-112- 3.22% |
$16.3K - $17.5K
|
3.37K
$622K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-127- 84.11% |
$18.5K - $19.8K
|
24
$4.43K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-137- 1.16% |
$19.9K - $21.4K
|
11.7K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-725- 12.47% |
$105K - $113K
|
5.09K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-888- 25.56% |
$129K - $139K
|
2.59K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.07K- 13.67% |
$155K - $166K
|
6.73K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.29KClosed |
$478K - $513K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.43K- 75.64% |
$499K - $536K
|
1.11K
$204K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.7K- 71.5% |
$974K - $1.05M
|
2.67K
$493K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.48K- 3.1% |
$1.23M - $1.32M
|
265K
$49M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.74K- 85.46% |
$1.42M - $1.52M
|
1.66K
$306K
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-17.1K- 11.83% |
$2.49M - $2.68M
|
128K
$23.6M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-25.4K- 59.02% |
$3.7M - $3.97M
|
17.7K
$3.26M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.79M- 58.86% |
$552M - $592M
|
2.65M
$489M
|