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 89 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
377,365
shares
|
$67.2 Million
0.03% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
95,361
shares
|
$17 Million
0.04% of portfolio
|
Q1 2025
Added 99.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
94,343
shares
|
$16.8 Million
0.06% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
92,232
shares
|
$16.4 Million
0.01% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
83,938
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
82,092
shares
|
$14.6 Million
0.01% of portfolio
|
Q1 2025
Added 33.39%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,297
shares
|
$11.3 Million
3.97% of portfolio
|
Q4 2023
Added 6.52%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
61,144
shares
|
$10.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
59,229
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 56.45%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
56,058
shares
|
$9.98 Million
5.84% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,440
shares
|
$9.51 Million
0.01% of portfolio
|
Q3 2024
Added 314.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
47,897
shares
|
$8.53 Million
0.5% of portfolio
|
Q1 2025
Added 3032.57%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
40,666
shares
|
$7.24 Million
4.44% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
40,277
shares
|
$7.17 Million
0.0% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
35,200
shares
|
$6.27 Million
3.88% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
30,595
shares
|
$5.45 Million
2.94% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
30,001
shares
|
$5.34 Million
4.11% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
29,775
shares
|
$5.3 Million
0.0% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,624
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
26,566
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,539
shares
|
$4.72 Million
2.79% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
21,340
shares
|
$3.8 Million
0.12% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
18,971
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Added 45.16%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
17,275
shares
|
$3.08 Million
1.11% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
15,994
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Added 32.95%
|