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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-366- 3.84% |
$66.7K - $71.6K
|
9.16K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
410+ 6.93% |
$74.7K - $80.2K
|
6.32K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
607+ 7.5% |
$111K - $119K
|
8.7K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 2.52% |
$18K - $19.4K
|
3.83K
$727K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46KNew |
$266K - $286K
|
1.46K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-38- 3.17% |
$6.92K - $7.44K
|
1.16K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 7.14% |
$911 - $978
|
75
$14.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$182 - $196
|
1.93K
$366K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.17% |
$364 - $391
|
1.2K
$227K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 5.17% |
$237K - $259K
|
28.5K
$5.42M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.3K- 73.35% |
$3.27M - $3.57M
|
7.02K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.89K+ 37.17% |
$489K - $533K
|
10.7K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.4K+ 2067.61% |
$745K - $812K
|
4.62K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.59KNew |
$438K - $478K
|
2.59K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 55.56% |
$42.3K - $46.1K
|
200
$38K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 0.96% |
$7.95K - $8.67K
|
4.95K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-79- 2.62% |
$13.4K - $14.6K
|
2.94K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-387- 6.11% |
$65.4K - $71.4K
|
5.94K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.08KNew |
$520K - $567K
|
3.08K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5K+ 49836.0% |
$2.11M - $2.3M
|
12.5K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
605+ 1.68% |
$102K - $112K
|
36.6K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-360- 1.0% |
$60.9K - $66.4K
|
35.8K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
92+ 0.04% |
$15.6K - $17K
|
237K
$44.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
55+ 0.85% |
$9.3K - $10.1K
|
6.5K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.39K- 49.34% |
$405K - $442K
|
2.46K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$169 - $184
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.2K+ 37.59% |
$2.56M - $2.8M
|
55.5K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$786K - $858K
|
4.65K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8KNew |
$305K - $332K
|
1.8K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.19KNew |
$202K - $220K
|
1.19K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-351- 5.43% |
$59.4K - $64.7K
|
6.11K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$169 - $184
|
3.16K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$3.55K - $3.87K
|
21
$3.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-351- 23.02% |
$59.4K - $64.7K
|
1.17K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20New |
$3.38K - $3.69K
|
20
$3.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.47K+ 20.85% |
$756K - $824K
|
25.9K
$4.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-80.2K- 18.54% |
$13.6M - $14.8M
|
352K
$66.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
338+ 17.66% |
$57.2K - $62.3K
|
2.25K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
453+ 16.36% |
$76.6K - $83.5K
|
3.22K
$612K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
7K+ 28.57% |
$1.18M - $1.29M
|
31.5K
$5.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-75- 0.68% |
$12.7K - $13.8K
|
10.9K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 4.19% |
$299K - $326K
|
40.5K
$7.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-400- 2.67% |
$67.6K - $73.8K
|
14.6K
$2.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-262- 0.41% |
$44.3K - $48.3K
|
63.9K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5K+ 674.07% |
$7.69M - $8.39M
|
52.2K
$9.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-46- 0.45% |
$7.78K - $8.48K
|
10.2K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.88K+ 12.5% |
$995K - $1.09M
|
53K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 7.05% |
$195K - $212K
|
17.5K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
97+ 0.35% |
$16.4K - $17.9K
|
28.1K
$5.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
114New |
$19.3K - $21K
|
114
$21.6K
|
|