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 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.68K- 19.24% |
$507K - $591K
|
15.4K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.9K- 38.63% |
$812K - $948K
|
9.37K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.82K- 20.73% |
$1.35M - $1.58M
|
37.5K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 58.97% |
$1.42M - $1.66M
|
7.19K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 51.14% |
$1.55M - $1.8M
|
10.7K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.4K- 28.89% |
$1.85M - $2.16M
|
33.1K
$6.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.9K- 61.76% |
$6.05M - $7.06M
|
27.2K
$5.16M
|