Latest Institutional Transactions on Spdr S&P 1500 Value Tilt ETF (VLU)
This table provides information on the latest institutional transactions involving Spdr S&P 1500 Value Tilt ETF (VLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.31KNew |
$412K - $449K
|
2.31K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.96K+ 32.95% |
$708K - $772K
|
16K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.3K- 2.07% |
$231K - $252K
|
61.1K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23K+ 3.16% |
$220K - $240K
|
40.3K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.4K+ 56.45% |
$3.82M - $4.16M
|
59.2K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.43% |
$1.97K - $2.14K
|
2.59K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 47.21% |
$260K - $283K
|
4.53K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1K+ 2.92% |
$179K - $195K
|
35.2K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.7K- 6.35% |
$1.02M - $1.11M
|
83.9K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.44K- 47.2% |
$436K - $476K
|
2.73K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.84K+ 37.9% |
$329K - $358K
|
6.7K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
895+ 3.07% |
$160K - $174K
|
30K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-213- 0.8% |
$38.1K - $41.5K
|
26.6K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.29KNew |
$409K - $446K
|
2.29K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-104Closed |
$18.6K - $20.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 17.18% |
$263K - $287K
|
10.1K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
117New |
$20.9K - $22.8K
|
117
$22K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$179 - $195
|
1
$188
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.84K+ 26.92% |
$328K - $358K
|
8.66K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.2K+ 18.13% |
$2.53M - $2.76M
|
92.2K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
36+ 2.16% |
$6.43K - $7.01K
|
1.7K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.6K+ 99.59% |
$8.5M - $9.27M
|
95.4K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
980+ 43.21% |
$175K - $191K
|
3.25K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.55K+ 5.48% |
$276K - $301K
|
29.8K
$5.6M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.34KNew |
$238K - $260K
|
1.34K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.9K+ 45.16% |
$1.05M - $1.15M
|
19K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
460+ 13.04% |
$82.2K - $89.6K
|
3.99K
$750K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
198+ 1.83% |
$35.4K - $38.6K
|
11K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 39.02% |
$203K - $222K
|
4.06K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
16+ 0.47% |
$2.86K - $3.12K
|
3.42K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.2KNew |
$214K - $234K
|
1.2K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1KNew |
$2.35M - $2.56M
|
13.1K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 7.85% |
$4.9M - $5.35M
|
377K
$71M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.43K+ 207.26% |
$1.51M - $1.64M
|
12.5K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.18K- 17.94% |
$210K - $229K
|
5.38K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.77K+ 9.95% |
$495K - $539K
|
30.6K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.35K+ 33.66% |
$777K - $847K
|
17.3K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.66K+ 20.67% |
$653K - $712K
|
21.3K
$4.01M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.12K+ 44.33% |
$378K - $412K
|
6.89K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7+ 0.24% |
$1.25K - $1.36K
|
2.92K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-59- 0.14% |
$10.5K - $11.5K
|
40.7K
$7.65M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 3032.57% |
$8.28M - $9.03M
|
47.9K
$9.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 33.39% |
$3.67M - $4M
|
82.1K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 21.63% |
$452K - $493K
|
9.17K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-136- 2.06% |
$24.3K - $26.5K
|
6.47K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-41- 3.81% |
$7.32K - $7.98K
|
1.04K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.38% |
$9.47K - $10.3K
|
3.78K
$711K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
554+ 8.76% |
$99K - $108K
|
6.88K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
249+ 2.54% |
$44.5K - $48.5K
|
10K
$1.89M
|