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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91KNew |
$317K - $333K
|
1.91K
$351K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-40- 2.56% |
$6.65K - $6.99K
|
1.53K
$280K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23- 1.17% |
$3.82K - $4.02K
|
1.95K
$358K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-711- 11.51% |
$118K - $124K
|
5.47K
$1.01M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
509New |
$84.6K - $88.9K
|
509
$93.6K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
135New |
$22.5K - $23.6K
|
135
$24.8K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.08% |
$166 - $175
|
1.22K
$223K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59- 0.16% |
$9.27K - $10.3K
|
37.5K
$6.89M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-132- 4.77% |
$20.7K - $23.1K
|
2.64K
$485K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.97KNew |
$1.1M - $1.22M
|
6.97K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
926+ 38.12% |
$146K - $162K
|
3.36K
$617K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89New |
$14K - $15.6K
|
89
$16.4K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.18KNew |
$185K - $207K
|
1.18K
$217K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.31KNew |
$205K - $229K
|
1.31K
$240K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
210New |
$33K - $36.8K
|
210
$38.6K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 55.56% |
$3.93K - $4.38K
|
70
$12.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
20.5KNew |
$2.82M - $3.29M
|
20.5K
$3.77M
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
55New |
$7.57K - $8.84K
|
55
$10.1K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.22K- 18.49% |
$167K - $195K
|
5.36K
$985K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.88K+ 6.52% |
$534K - $623K
|
63.3K
$11.6M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
57New |
$7.85K - $9.16K
|
57
$10.5K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-609- 6.53% |
$83.8K - $97.9K
|
8.72K
$1.6M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 2.11% |
$6.33K - $7.39K
|
2.13K
$392K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$20.6K - $24.1K
|
150
$27.6K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$4.54K - $5.3K
|
33
$6.07K
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
21New |
$2.89K - $3.37K
|
21
$3.86K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.76KNew |
$398K - $427K
|
2.76K
$508K
|
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
200KNew |
$28.8M - $30.9M
|
200K
$36.8M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.5KNew |
$4.68M - $5.02M
|
32.5K
$5.97M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33.6KNew |
$4.84M - $5.2M
|
33.6K
$6.18M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
113KNew |
$16.3M - $17.4M
|
113K
$20.7M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.91K- 55.43% |
$276K - $296K
|
1.54K
$283K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20- 0.87% |
$2.88K - $3.09K
|
2.28K
$420K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6KNew |
$830K - $891K
|
6K
$1.1M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 87.72% |
$6.92K - $7.43K
|
7
$1.29K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
137New |
$19K - $20.3K
|
137
$25.2K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
246New |
$34K - $36.5K
|
246
$45.2K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.4KNew |
$5.18M - $5.56M
|
37.4K
$6.88M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$20.8K - $22.3K
|
150
$27.6K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-42K- 87.78% |
$5.82M - $6.24M
|
5.85K
$1.08M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
62New |
$8.58K - $9.21K
|
62
$11.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
48+ 2.47% |
$6.52K - $7.21K
|
1.99K
$366K
|
|
May 15, 2023
Q1 2023
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
2.4KNew |
$326K - $360K
|
2.4K
$441K
|
|
May 15, 2023
Q1 2023
|
Four World Capital Management LLC
New York, NY |
BUY
|
CALL |
3KNew |
$407K - $451K
|
3K
$552K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.53% |
$1.09K - $1.2K
|
1.53K
$280K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
48New |
$6.52K - $7.21K
|
48
$8.83K
|
|
Q4 2022 | |||||||
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.62KNew |
$334K - $388K
|
2.62K
$483K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-220- 54.46% |
$28K - $32.5K
|
184
$33.8K
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.55KNew |
$198K - $229K
|
1.55K
$285K
|