Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78.1KNew |
$14.2M - $15.3M
|
78.1K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
62.4KNew |
$11.4M - $12.2M
|
62.4K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
56.1KNew |
$10.2M - $11M
|
56.1K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.7K+ 63.73% |
$6.15M - $6.6M
|
86.7K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
29.1KNew |
$5.3M - $5.7M
|
29.1K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.9KNew |
$2.35M - $2.53M
|
12.9K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.32K+ 17.86% |
$1.7M - $1.82M
|
61.5K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.58KNew |
$1.56M - $1.68M
|
8.58K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.49KNew |
$1.18M - $1.27M
|
6.49K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.4KNew |
$620K - $666K
|
3.4K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.92KNew |
$531K - $571K
|
2.92K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2.85KNew |
$520K - $558K
|
2.85K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.72K+ 110.58% |
$495K - $532K
|
5.18K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.7K+ 8.57% |
$492K - $528K
|
34.2K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.47K+ 6.76% |
$450K - $484K
|
39K
$7.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.26K+ 125.58% |
$412K - $443K
|
4.07K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.09K+ 5.86% |
$382K - $410K
|
37.9K
$7.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.67KNew |
$303K - $326K
|
1.67K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46KNew |
$266K - $286K
|
1.46K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.03K+ 9.66% |
$188K - $202K
|
11.7K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
877+ 14.76% |
$160K - $172K
|
6.82K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
867+ 3.35% |
$158K - $170K
|
26.8K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
784+ 5.38% |
$143K - $153K
|
15.4K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
667+ 29.62% |
$122K - $131K
|
2.92K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
607+ 7.5% |
$111K - $119K
|
8.7K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
531New |
$96.7K - $104K
|
531
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
437+ 7.15% |
$79.6K - $85.5K
|
6.55K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
410+ 6.93% |
$74.7K - $80.2K
|
6.32K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
306+ 22.84% |
$55.8K - $59.9K
|
1.65K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
306+ 9.5% |
$55.8K - $59.9K
|
3.53K
$687K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
227+ 0.56% |
$41.4K - $44.4K
|
40.7K
$7.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
205+ 4.41% |
$37.3K - $40.1K
|
4.86K
$945K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 1.14% |
$36.3K - $38.9K
|
17.7K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
192+ 4.19% |
$35K - $37.6K
|
4.77K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
158New |
$28.8K - $30.9K
|
158
$30.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
150New |
$27.3K - $29.4K
|
150
$29.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
97+ 1.49% |
$17.7K - $19K
|
6.6K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 52.94% |
$6.56K - $7.04K
|
104
$20.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$1.46K - $1.57K
|
1.53K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 7.14% |
$911 - $978
|
75
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2+ 0.07% |
$364 - $391
|
3.08K
$599K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.17% |
$364 - $391
|
1.2K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$182 - $196
|
1.93K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 8.0% |
$2.92K - $3.13K
|
184
$35.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-38- 3.17% |
$6.92K - $7.44K
|
1.16K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 3.5% |
$7.11K - $7.63K
|
1.08K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80- 1.62% |
$14.6K - $15.7K
|
4.87K
$948K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-86- 1.57% |
$15.7K - $16.8K
|
5.4K
$1.05M
|