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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
150
shares
|
$29,005
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$29,005
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
137
shares
|
$26,491
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
117
shares
|
$22,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
114
shares
|
$22,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
114
shares
|
$22,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
95
shares
|
$18,370
0.0% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
95
shares
|
$18,370
0.0% of portfolio
|
Q1 2021
Reduced 13.64%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
75
shares
|
$14,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
21
shares
|
$4,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|