Purchases and Sales Made in Q4 2022 in Spdr S&P 1500 Value Tilt ETF (VLU)

VLU Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P 1500 Value Tilt ETF (VLU) during Q4 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
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
38.3K
+ 19.52%
$4.88M - $5.67M
235K $44.5M
Feb 10, 2023 Q4 2022
Roger Wittlin Investment Advisory, LLC

BUY
 -
28.6K
New
$3.65M - $4.23M
28.6K $5.42M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
23.1K
+ 14.16%
$2.95M - $3.42M
187K $35.4M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.41K
+ 13.83%
$1.2M - $1.39M
77.5K $14.7M
Feb 09, 2023 Q4 2022
Keystone Wealth Services, LLC

BUY
 -
5.53K
New
$705K - $818K
5.53K $1.05M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.69K
+ 19.65%
$597K - $693K
28.5K $5.41M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.91K
New
$499K - $579K
3.91K $742K
Jan 23, 2023 Q4 2022
Saxon Interests, Inc.

BUY
 -
3.53K
New
$450K - $522K
3.53K $669K
Apr 05, 2023 Q4 2022
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
2.62K
New
$334K - $388K
2.62K $497K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.53K
+ 16.13%
$322K - $374K
18.2K $3.45M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
1.72K
+ 11.86%
$219K - $254K
16.2K $3.08M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.55K
New
$198K - $230K
1.55K $294K
Feb 14, 2023 Q4 2022
Km Capital Management Ltd.

Austin, TX
BUY
 -
1.55K
New
$198K - $229K
1.55K $294K
Jan 17, 2023 Q4 2022
Capital Market Strategies LLC

BUY
 -
1.55K
New
$197K - $229K
1.55K $294K
Feb 06, 2023 Q4 2022
Wescott Financial Advisory Group, LLC

BUY
 -
1.52K
New
$193K - $224K
1.52K $288K
Feb 09, 2023 Q4 2022
Waters Parkerson & Co., LLC

BUY
 -
1.5K
New
$191K - $222K
1.5K $284K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.48K
New
$188K - $219K
1.48K $280K
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
1.47K
New
$187K - $217K
1.47K $279K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
578
+ 9.91%
$73.6K - $85.5K
6.41K $1.22M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
340
+ 2.53%
$43.3K - $50.3K
13.8K $2.61M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
145
+ 8.83%
$18.5K - $21.4K
1.79K $339K
Jan 30, 2023 Q4 2022
Byrne Asset Management LLC

BUY
 -
65
New
$8.28K - $9.61K
65 $12.3K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
57
New
$7.26K - $8.43K
57 $10.8K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
39
+ 1.35%
$4.97K - $5.77K
2.92K $554K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
37
+ 0.82%
$4.71K - $5.47K
4.54K $861K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
25
New
$3.19K - $3.7K
25 $4.74K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
16
+ 0.38%
$2.04K - $2.37K
4.19K $793K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
13
+ 0.38%
$1.66K - $1.92K
3.45K $654K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$127 - $148
1 $190
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
Professional Financial Advisors, LLC

SELL
 -
-95
- 6.17%
$12.1K - $14K
1.44K $274K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-102
- 1.78%
$13K - $15.1K
5.62K $1.07M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
SELL
 -
-122
- 5.91%
$15.5K - $18K
1.94K $369K
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-205
- 6.35%
$26.1K - $30.3K
3.02K $573K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-220
- 54.46%
$28K - $32.5K
184 $34.9K
Feb 08, 2023 Q4 2022
Prosperity Consulting Group, LLC

SELL
 -
-639
- 25.57%
$81.4K - $94.5K
1.86K $353K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-1.09K
- 23.79%
$138K - $161K
3.48K $660K
Feb 14, 2023 Q4 2022
Lws Wealth Advisors, Inc.

SELL
 -
-1.23K
- 2.03%
$156K - $181K
59.3K $11.2M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-1.31K
- 10.13%
$166K - $193K
11.6K $2.2M
Mar 23, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-1.38K
- 3.49%
$175K - $203K
38K $7.21M
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-1.7K
- 59.3%
$216K - $251K
1.17K $221K
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-2.12K
- 49.81%
$270K - $314K
2.14K $405K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

SELL
 -
-2.72K
- 4.81%
$347K - $402K
53.9K $10.2M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

SELL
 -
-5.39K
- 20.49%
$687K - $797K
20.9K $3.96M
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-5.73K
- 77.71%
$731K - $848K
1.65K $312K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-10K
- 84.72%
$1.27M - $1.48M
1.8K $342K
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-10.8K
- 18.48%
$1.38M - $1.6M
47.7K $9.04M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-14.4K
- 21.5%
$1.84M - $2.13M
52.6K $9.97M

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