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 70 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
432,678
shares
|
$79.6 Million
0.04% of portfolio
|
Q2 2024
Added 18.51%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
236,646
shares
|
$43.5 Million
0.01% of portfolio
|
Q2 2024
Added 7.1%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
64,161
shares
|
$11.8 Million
0.11% of portfolio
|
Q2 2024
Added 2.45%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,297
shares
|
$11.6 Million
3.97% of portfolio
|
Q4 2023
Added 6.52%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
47,073
shares
|
$8.66 Million
0.03% of portfolio
|
Q2 2024
Added 3.29%
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 25, 2024 Q2 2024 |
42,267
shares
|
$7.77 Million
4.73% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
40,317
shares
|
$7.42 Million
0.02% of portfolio
|
Q2 2024
Added 49.75%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
37,432
shares
|
$6.88 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
36,124
shares
|
$6.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
35,969
shares
|
$6.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
29,713
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2024
Added 7.47%
|
|
Shore Haven Wealth Partners, LLC
|
Jul 24, 2024 Q2 2024 |
28,024
shares
|
$5.15 Million
2.58% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
27,139
shares
|
$4.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,539
shares
|
$4.88 Million
2.79% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
26,353
shares
|
$4.85 Million
0.32% of portfolio
|
Q2 2024
Added 52.33%
|
|
Absolute Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
24,500
shares
|
$4.51 Million
2.55% of portfolio
|
Q2 2024
Added 25.0%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
21,442
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2024
Added 27.27%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
16,334
shares
|
$3 Million
0.13% of portfolio
|
Q2 2024
Added 9.9%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
14,985
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2024
Added 13.82%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
13,454
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2024
Added 28.7%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
12,881
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2024
Added 6.66%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
10,985
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2024
Added 3.04%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
10,243
shares
|
$1.88 Million
0.16% of portfolio
|
Q2 2024
Added 0.26%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,365
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2021
Reduced 96.66%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
8,661
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.37%
|