Institutional Ownership 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). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $304 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
349,912
shares
|
$68.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
89,634
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
86,705
shares
|
$16.9 Million
0.05% of portfolio
|
Q4 2024
Added 63.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
78,075
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,297
shares
|
$12.3 Million
3.97% of portfolio
|
Q4 2023
Added 6.52%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
62,439
shares
|
$12.2 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
61,543
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
56,058
shares
|
$10.9 Million
5.84% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,440
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Added 314.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
47,778
shares
|
$9.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
40,725
shares
|
$7.93 Million
4.26% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
39,045
shares
|
$7.6 Million
0.0% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
37,858
shares
|
$7.37 Million
0.0% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
37,432
shares
|
$7.29 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
34,200
shares
|
$6.66 Million
3.58% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
29,106
shares
|
$5.67 Million
4.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,624
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
28,228
shares
|
$5.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
27,827
shares
|
$5.42 Million
2.53% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
26,779
shares
|
$5.21 Million
0.0% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,539
shares
|
$5.17 Million
2.79% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,684
shares
|
$3.44 Million
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
15,369
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,069
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
12,925
shares
|
$2.52 Million
0.77% of portfolio
|
Q4 2024
New holding
|