Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 1500 VALUE TILT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.6K+ 99.59% |
$8.5M - $9.27M
|
95.4K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 3032.57% |
$8.28M - $9.03M
|
47.9K
$9.26M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 7.85% |
$4.9M - $5.35M
|
377K
$73M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.4K+ 56.45% |
$3.82M - $4.16M
|
59.2K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 33.39% |
$3.67M - $4M
|
82.1K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.2K+ 18.13% |
$2.53M - $2.76M
|
92.2K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1KNew |
$2.35M - $2.56M
|
13.1K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.43K+ 207.26% |
$1.51M - $1.64M
|
12.5K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.64K+ 8.81% |
$1.36M - $1.49M
|
94.3K
$18.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.9K+ 45.16% |
$1.05M - $1.15M
|
19K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.35K+ 33.66% |
$777K - $847K
|
17.3K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.96K+ 32.95% |
$708K - $772K
|
16K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.66K+ 20.67% |
$653K - $712K
|
21.3K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.98KNew |
$532K - $580K
|
2.98K
$576K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.77K+ 9.95% |
$495K - $539K
|
30.6K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.31KNew |
$412K - $449K
|
2.31K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.29KNew |
$409K - $446K
|
2.29K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.12K+ 44.33% |
$378K - $412K
|
6.89K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.84K+ 37.9% |
$329K - $358K
|
6.7K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.84K+ 26.92% |
$328K - $358K
|
8.66K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 123.54% |
$292K - $318K
|
2.95K
$571K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.58K+ 17.2% |
$281K - $307K
|
10.7K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.55K+ 5.48% |
$276K - $301K
|
29.8K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 17.18% |
$263K - $287K
|
10.1K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 47.21% |
$260K - $283K
|
4.53K
$876K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.34KNew |
$238K - $260K
|
1.34K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23K+ 3.16% |
$220K - $240K
|
40.3K
$7.79M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.2KNew |
$214K - $234K
|
1.2K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 39.02% |
$203K - $222K
|
4.06K
$785K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1KNew |
$196K - $214K
|
1.1K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1K+ 2.92% |
$179K - $195K
|
35.2K
$6.81M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
980+ 43.21% |
$175K - $191K
|
3.25K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
895+ 3.07% |
$160K - $174K
|
30K
$5.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
858New |
$153K - $167K
|
858
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
554+ 8.76% |
$99K - $108K
|
6.88K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
460+ 13.04% |
$82.2K - $89.6K
|
3.99K
$771K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
359+ 0.64% |
$64.1K - $69.9K
|
56.4K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
249+ 2.54% |
$44.5K - $48.5K
|
10K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
198+ 1.83% |
$35.4K - $38.6K
|
11K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
117New |
$20.9K - $22.8K
|
117
$22.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
114New |
$20.4K - $22.2K
|
114
$22K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110+ 7.53% |
$19.7K - $21.4K
|
1.57K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
36+ 2.16% |
$6.43K - $7.01K
|
1.7K
$329K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 26.67% |
$3.57K - $3.89K
|
95
$18.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.21% |
$3.22K - $3.51K
|
8.72K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
16+ 0.47% |
$2.86K - $3.12K
|
3.42K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
14+ 0.49% |
$2.5K - $2.73K
|
2.87K
$555K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.43% |
$1.97K - $2.14K
|
2.59K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7+ 0.24% |
$1.25K - $1.36K
|
2.92K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$179 - $195
|
1
$193
|