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 |
---|---|---|---|---|---|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
1,215
shares
|
$223,462
0.14% of portfolio
|
Q2 2024
Added 0.08%
|
|
Professional Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,198
shares
|
$220,336
0.06% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,115
shares
|
$205,070
0.02% of portfolio
|
Q2 2024
Added 253.97%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
512
shares
|
$94,167
0.0% of portfolio
|
Q2 2021
Reduced 0.19%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
509
shares
|
$93,615
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
450
shares
|
$82,764
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
246
shares
|
$45,244
0.02% of portfolio
|
Q2 2023
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
213
shares
|
$39,174
0.0% of portfolio
|
Q2 2024
Reduced 96.54%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
210
shares
|
$38,623
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
150
shares
|
$27,587
0.0% of portfolio
|
Q4 2023
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$27,587
0.01% of portfolio
|
Q2 2023
New holding
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
137
shares
|
$25,197
0.0% of portfolio
|
Q2 2023
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
135
shares
|
$24,829
0.02% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
95
shares
|
$17,472
0.0% of portfolio
|
Q1 2021
Reduced 13.64%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
70
shares
|
$12,874
0.0% of portfolio
|
Q1 2024
Added 55.56%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
25
shares
|
$4,598
0.0% of portfolio
|
Q2 2024
Reduced 99.76%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$183
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|