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 88 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 $337 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
2,923
shares
|
$565,220
0.49% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
2,868
shares
|
$554,585
0.53% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,754
shares
|
$532,540
0.02% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,735
shares
|
$528,866
0.0% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,733
shares
|
$528,480
0.0% of portfolio
|
Q1 2025
Reduced 47.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,594
shares
|
$501,601
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
2,308
shares
|
$446,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,288
shares
|
$442,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,701
shares
|
$328,922
0.03% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,646
shares
|
$318,287
0.01% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,570
shares
|
$303,590
0.01% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,515
shares
|
$292,955
0.01% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
1,454
shares
|
$281,159
0.13% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
1,335
shares
|
$258,148
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,229
shares
|
$237,651
0.02% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
1,200
shares
|
$232,044
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,192
shares
|
$230,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,099
shares
|
$212,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,035
shares
|
$200,137
0.02% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
512
shares
|
$99,005
0.0% of portfolio
|
Q2 2021
Reduced 0.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
246
shares
|
$47,569
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
210
shares
|
$40,607
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
184
shares
|
$35,580
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
158
shares
|
$30,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
150
shares
|
$29,005
0.0% of portfolio
|
Q4 2024
New holding
|