Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 59.95% |
$19.4M - $22.7M
|
377K
$71.4M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
72.2KNew |
$9.94M - $11.6M
|
72.2K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24.1K+ 373.1% |
$3.32M - $3.87M
|
30.6K
$5.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 279.12% |
$3.05M - $3.56M
|
30.1K
$5.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
19.6KNew |
$2.7M - $3.15M
|
19.6K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.4KNew |
$1.43M - $1.67M
|
10.4K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.73K+ 92.21% |
$789K - $921K
|
12K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.53KNew |
$762K - $889K
|
5.53K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.68K+ 11.8% |
$644K - $752K
|
44.3K
$8.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.25KNew |
$585K - $683K
|
4.25K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.88K+ 6.52% |
$534K - $623K
|
63.3K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.94KNew |
$405K - $473K
|
2.94K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.43KNew |
$334K - $390K
|
2.43K
$460K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.4K+ 21.79% |
$331K - $386K
|
13.4K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.14K+ 110.62% |
$294K - $343K
|
4.07K
$771K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.04K+ 18.06% |
$281K - $328K
|
13.3K
$2.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$250K - $292K
|
1.82K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7KNew |
$234K - $273K
|
1.7K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.66K+ 0.77% |
$228K - $267K
|
216K
$40.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.58K+ 4.38% |
$217K - $253K
|
37.5K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33KNew |
$182K - $213K
|
1.33K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$180K - $210K
|
1.31K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.29K+ 27.4% |
$177K - $207K
|
5.99K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.25K+ 13.19% |
$172K - $201K
|
10.7K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 3.57% |
$165K - $193K
|
34.8K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
346+ 3.42% |
$47.6K - $55.6K
|
10.5K
$1.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$20.6K - $24.1K
|
150
$28.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
91+ 4.69% |
$12.5K - $14.6K
|
2.03K
$385K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
90+ 1.46% |
$12.4K - $14.5K
|
6.24K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
57New |
$7.85K - $9.16K
|
57
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
55New |
$7.57K - $8.84K
|
55
$10.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$4.54K - $5.3K
|
33
$6.26K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
21New |
$2.89K - $3.37K
|
21
$3.98K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 80.0% |
$2.75K - $3.21K
|
45
$8.53K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$964 - $1.12K
|
2.16K
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.26% |
$551 - $643
|
1.54K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.26% |
$413 - $482
|
1.18K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.65% |
$1.38K - $1.61K
|
1.52K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18- 0.85% |
$2.48K - $2.89K
|
2.11K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-28- 0.44% |
$3.85K - $4.5K
|
6.36K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 2.11% |
$6.33K - $7.39K
|
2.13K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-103- 0.99% |
$14.2K - $16.6K
|
10.3K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-250- 99.6% |
$34.4K - $40.2K
|
1
$190
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-427- 22.01% |
$58.8K - $68.6K
|
1.51K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-609- 6.53% |
$83.8K - $97.9K
|
8.72K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-704- 28.47% |
$96.9K - $113K
|
1.77K
$335K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.05K- 75.23% |
$144K - $168K
|
345
$65.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.22K- 18.49% |
$167K - $195K
|
5.36K
$1.02M
|