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 96 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $380 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
430,857
shares
|
$83.6 Million
0.03% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
133,382
shares
|
$25.9 Million
0.01% of portfolio
|
Q2 2025
Added 62.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
108,649
shares
|
$21.1 Million
0.01% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
98,857
shares
|
$19.2 Million
0.06% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
82,837
shares
|
$16.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
77,268
shares
|
$15 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
64,998
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
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
|
May 15, 2025 Q1 2025 |
61,144
shares
|
$11.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
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%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
50,427
shares
|
$9.79 Million
4.69% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
49,710
shares
|
$9.65 Million
0.53% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
42,147
shares
|
$8.18 Million
4.58% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
36,600
shares
|
$7.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
35,200
shares
|
$6.83 Million
3.88% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
30,785
shares
|
$5.98 Million
3.97% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
29,775
shares
|
$5.78 Million
0.0% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
29,008
shares
|
$5.63 Million
2.54% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,624
shares
|
$5.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,539
shares
|
$5.15 Million
2.79% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
26,323
shares
|
$5.11 Million
1.57% of portfolio
|
Q2 2025
Added 2093.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
25,614
shares
|
$4.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,516
shares
|
$4.18 Million
0.0% of portfolio
|
Q2 2025
Added 34.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
21,096
shares
|
$4.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
19,592
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
Added 3.27%
|