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 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7- 0.43% |
$1.25K - $1.36K
|
1.61K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-37- 3.19% |
$6.61K - $7.21K
|
1.12K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-41- 3.81% |
$7.32K - $7.98K
|
1.04K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.38% |
$9.47K - $10.3K
|
3.78K
$731K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-59- 0.14% |
$10.5K - $11.5K
|
40.7K
$7.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-61- 1.92% |
$10.9K - $11.9K
|
3.11K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-104Closed |
$18.6K - $20.3K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-136- 2.06% |
$24.3K - $26.5K
|
6.47K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-213- 0.8% |
$38.1K - $41.5K
|
26.6K
$5.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-269- 4.98% |
$48.1K - $52.4K
|
5.13K
$993K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.18K- 17.94% |
$210K - $229K
|
5.38K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.3K- 2.07% |
$231K - $252K
|
61.1K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.44K- 47.2% |
$436K - $476K
|
2.73K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 21.63% |
$452K - $493K
|
9.17K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.7K- 6.35% |
$1.02M - $1.11M
|
83.9K
$16.2M
|