Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80- 1.62% |
$14.6K - $15.7K
|
4.87K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-86- 1.57% |
$15.7K - $16.8K
|
5.4K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 2.52% |
$18K - $19.4K
|
3.83K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-107- 0.98% |
$19.5K - $20.9K
|
10.8K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 7.33% |
$23.3K - $25K
|
1.62K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-294- 1.05% |
$53.6K - $57.5K
|
27.8K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-313- 1.1% |
$57K - $61.3K
|
28.2K
$5.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-323- 12.47% |
$58.8K - $63.2K
|
2.27K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-352- 11.99% |
$64.1K - $68.9K
|
2.58K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-366- 3.84% |
$66.7K - $71.6K
|
9.16K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-411- 4.03% |
$74.9K - $80.4K
|
9.79K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-454- 3.64% |
$82.7K - $88.8K
|
12K
$2.33M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-608- 31.52% |
$111K - $119K
|
1.32K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 11.32% |
$304K - $327K
|
13.1K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.57K- 0.73% |
$467K - $502K
|
350K
$67.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.61K- 99.76% |
$839K - $901K
|
11
$2.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.7K- 13.87% |
$1.4M - $1.51M
|
47.8K
$9.24M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.6K- 28.92% |
$5.02M - $5.4M
|
67.8K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-147K- 62.14% |
$26.8M - $28.8M
|
89.6K
$17.3M
|