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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-567- 6.55% |
$95.9K - $105K
|
8.09K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$507 - $553
|
1.34K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23+ 0.42% |
$3.89K - $4.24K
|
5.49K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
588New |
$99.4K - $108K
|
588
$108K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$11.5K - $12.5K
|
68
$12.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$169 - $184
|
1.2K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-120- 2.96% |
$20.3K - $22.1K
|
3.93K
$722K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-200- 10.28% |
$33.8K - $36.9K
|
1.75K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
75New |
$12.7K - $13.8K
|
75
$13.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-20- 1.65% |
$3.38K - $3.69K
|
1.2K
$219K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-106KClosed |
$17.6M - $18.5M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 0.11% |
$499 - $524
|
2.78K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
260+ 4.45% |
$43.2K - $45.4K
|
6.11K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-172- 5.88% |
$28.6K - $30K
|
2.75K
$506K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-22- 1.72% |
$3.66K - $3.84K
|
1.26K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-49.8K- 65.25% |
$8.29M - $8.7M
|
26.5K
$4.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
800+ 253.97% |
$133K - $140K
|
1.12K
$205K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-85- 5.52% |
$14.1K - $14.8K
|
1.45K
$267K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
509New |
$84.6K - $88.9K
|
509
$93.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
135New |
$22.5K - $23.6K
|
135
$24.8K
|
|
| Q1 2024 | |||||||
|
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
$616K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89New |
$14K - $15.6K
|
89
$16.3K
|
|
|
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
$984K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
57New |
$7.85K - $9.16K
|
57
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.88K+ 6.52% |
$534K - $623K
|
63.3K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 2.11% |
$6.33K - $7.39K
|
2.13K
$391K
|
|
|
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
$27.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$4.54K - $5.3K
|
33
$6.06K
|
|
|
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
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
200KNew |
$28.8M - $30.9M
|
200K
$36.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.76KNew |
$398K - $427K
|
2.76K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33.6KNew |
$4.84M - $5.2M
|
33.6K
$6.17M
|
|
|
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
$419K
|
|
| 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
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
246New |
$34K - $36.5K
|
246
$45.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
137New |
$19K - $20.3K
|
137
$25.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.4KNew |
$5.18M - $5.56M
|
37.4K
$6.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$20.8K - $22.3K
|
150
$27.5K
|
|