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SPDR S&P 1500 Value Tilt ETF (VLU) Institutional Ownership

$185.35 +1.82 (+0.99%)
(As of 12/20/2024 04:34 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$55.72M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$21.99M
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VLU Institutional Buying and Selling by Quarter

SPDR S&P 1500 Value Tilt ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 World Investment Advisors LLC10,672$1.97M0.0%+37.2%0.536%
11/20/2024 Virtu Financial LLC7,022$1.30M0.1%-73.4%0.353%
11/15/2024 Hilltop Holdings Inc.3,076$567K0.0%N/A0.155%
11/13/2024 FMR LLC806$149K0.0%+155.1%0.041%
11/12/2024 Great Valley Advisor Group Inc.1,174$217K0.0%-23.0%0.059%
11/8/2024 Roger Wittlin Investment Advisory LLC40,498$7.47M4.3%-4.2%2.035%
11/7/2024 MAI Capital Management63,899$11.78M0.1%-0.4%3.211%
11/7/2024 Thrivent Financial for Lutherans14,585$2.69M0.0%-2.7%0.733%
10/29/2024 Janney Montgomery Scott LLC9,525$1.76M0.0%N/A0.479%
10/24/2024 J.W. Cole Advisors Inc.17,485$3.23M0.1%+7.0%0.879%
10/24/2024 ShoreHaven Wealth Partners LLC28,121$5.19M2.5%+0.3%1.413%
10/22/2024 Private Advisor Group LLC4,579$844K0.0%N/A0.230%
10/18/2024Raymond James & Associates53,440$9.86M0.0%+314.9%2.685%
10/15/2024 NBC Securities Inc.588$108K0.0%N/A0.030%
10/8/2024 Saxon Interests Inc.3,930$725K0.3%-3.0%0.197%
10/8/2024 Dynamic Advisor Solutions LLC1,746$322K0.0%-10.3%0.088%
8/22/2024 Cetera Investment Advisers6,465$1.11M0.0%-2.1%0.325%
8/21/2024 Truist Financial Corp6,449$1.11M0.0%+3.5%0.324%
8/16/2024 Northwestern Mutual Wealth Management Co.21,442$3.69M0.0%+27.3%1.077%
8/13/2024 Thrivent Financial for Lutherans14,985$2.58M0.0%+13.8%0.753%
8/10/2024 Virtu Financial LLC26,353$4.54M0.3%+52.3%1.324%
8/9/2024ICA Group Wealth Management LLC26,539$4.57M2.7%-65.2%1.334%
8/8/2024 J.W. Cole Advisors Inc.16,334$2.81M0.1%+9.9%0.821%
8/8/2024 Thoroughbred Financial Services LLC10,985$1.89M0.1%+3.0%0.552%
8/8/2024 CoreCap Advisors LLC2,769$477K0.0%N/A0.139%
8/8/2024 LPL Financial LLC432,678$74.46M0.0%+18.5%21.743%
7/31/2024Commonwealth Equity Services LLC13,454$2.32M0.0%+28.7%0.676%
7/29/2024 Ameritas Advisory Services LLC5,564$957K0.0%+21.5%0.280%
7/26/2024 Cambridge Investment Research Advisors Inc.47,073$8.10M0.0%+3.3%2.365%
7/25/2024 Roger Wittlin Investment Advisory LLC42,267$7.27M4.7%-1.2%2.124%
7/24/2024 ShoreHaven Wealth Partners LLC28,024$4.82M2.5%-7.0%1.408%
7/22/2024 Flagship Private Wealth LLC1,454$250K0.1%-5.5%0.073%
7/19/2024 Western Wealth Management LLC3,158$544K0.0%+4.7%0.159%
7/19/2024Raymond James & Associates12,881$2.22M0.0%+6.7%0.647%
7/16/2024 Wealth Enhancement Advisory Services LLC1,907$328K0.0%N/A0.096%
7/13/2024 Keystone Wealth Services LLC5,465$940K0.3%-11.5%0.275%
7/10/2024 CWM LLC509$88K0.0%N/A0.026%
5/24/2024Cetera Advisors LLC3,355$588K0.0%+38.1%0.169%
5/20/2024 Virtu Financial LLC17,300$3.03M0.2%N/A0.869%
5/8/2024 Thoroughbred Financial Services LLC10,661$1.87M0.2%+2.6%0.536%
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5/1/2024 Prosperity Consulting Group LLC1,281$225K0.0%-15.3%0.064%
4/30/2024 J.W. Cole Advisors Inc.14,863$2.61M0.1%+10.8%0.747%
4/25/2024 Professional Financial Advisors LLC1,199$210K0.1%-8.3%0.061%
4/25/2024 Cambridge Investment Research Advisors Inc.45,573$7.99M0.0%+2.9%2.302%
4/23/2024 Global Retirement Partners LLC1,333$234K0.0%+13.4%0.067%
4/23/2024Raymond James Financial Services Advisors Inc.27,647$4.85M0.0%+1.6%1.396%
4/18/2024 Saxon Interests Inc.4,084$716K0.3%-3.9%0.206%
4/12/2024 Keystone Wealth Services LLC6,176$1.08M0.4%-1.0%0.384%
4/5/2024 Capital Market Strategies LLC1,214$213K0.2%N/A0.075%
3/8/2024ICA Group Wealth Management LLC72,214$11.57M2.6%N/A4.485%
2/13/2024 Stephens Inc. AR5,356$858K0.0%-18.5%0.333%
2/9/2024LWS Wealth Advisors Inc.63,297$10.15M3.8%+6.5%3.931%
2/9/2024 Cambridge Investment Research Advisors Inc.44,307$7.10M0.0%+11.8%2.752%
2/9/2024 Thoroughbred Financial Services LLC10,393$1.67M0.1%N/A0.646%
2/7/2024 Avantax Advisory Services Inc.8,722$1.40M0.0%-6.5%0.542%
2/6/2024 ShoreHaven Wealth Partners LLC30,567$4.90M3.0%+373.1%1.899%
2/6/2024Merit Financial Group LLC9,370$1.50M0.0%-38.6%0.582%
2/2/2024 Absolute Capital Management LLC19,600$3.14M2.9%N/A1.217%
1/31/2024 J.W. Cole Advisors Inc.13,418$2.15M0.1%+21.8%0.833%
1/24/2024Stratos Wealth Advisors LLC1,769$284K0.0%-28.5%0.110%
1/24/2024 Private Trust Co. NA345$55K0.0%-75.2%0.021%
1/23/2024 Roger Wittlin Investment Advisory LLC34,791$5.58M4.1%+3.6%2.161%
1/18/2024 Saxon Interests Inc.4,248$681K0.3%N/A0.264%
1/18/2024 Professional Financial Advisors LLC1,308$210K0.1%N/A0.081%
1/17/2024 Keystone Wealth Services LLC6,239$1M0.3%+1.5%0.388%
1/16/2024Raymond James Financial Services Advisors Inc.27,200$4.36M0.0%-61.8%1.689%
1/16/2024Raymond James & Associates13,349$2.14M0.0%+18.1%0.829%
1/11/2024 Dynamic Advisor Solutions LLC2,030$323K0.0%+4.7%0.126%
11/15/2023 Roger Wittlin Investment Advisory LLC33,591$4.86M4.1%+0.5%2.086%
11/14/2023 Tower Research Capital LLC TRC5,163$746K0.0%N/A0.321%
11/13/2023 LPL Financial LLC235,581$34.06M0.0%-1.9%14.632%
11/8/2023 Avantax Advisory Services Inc.9,331$1.35M0.0%-14.0%0.580%
11/7/2023Merit Financial Group LLC15,268$2.21M0.1%-4.1%0.948%
11/1/2023 Csenge Advisory Group1,539$223K0.0%-55.4%0.096%
11/1/2023 Money Concepts Capital Corp10,397$1.50M0.2%-9.7%0.646%
10/24/2023 ShoreHaven Wealth Partners LLC6,461$934K0.6%N/A0.401%
10/24/2023 J.W. Cole Advisors Inc.11,017$1.59M0.1%+7.7%0.684%
10/24/2023Stratos Wealth Advisors LLC2,473$358K0.0%-8.0%0.154%
10/24/2023Raymond James Financial Services Advisors Inc.71,136$10.28M0.0%-3.1%4.418%
10/24/2023Raymond James & Associates11,307$1.64M0.0%+4.5%0.702%
10/24/2023 Cambridge Investment Research Advisors Inc.39,629$5.73M0.0%+18.4%2.461%
10/23/2023Commonwealth Equity Services LLC10,122$1.46M0.0%+3.6%0.629%
10/12/2023 Wealthcare Advisory Partners LLC2,176$315K0.0%-18.1%0.135%
10/11/2023 Dynamic Advisor Solutions LLC1,939$280K0.0%-11.9%0.120%
8/10/2023Commonwealth Equity Services LLC9,773$1.45M0.0%-10.3%0.607%
8/10/2023 Private Advisor Group LLC5,851$869K0.0%-87.8%0.363%
8/10/2023 Cetera Investment Advisers1,479$220K0.0%N/A0.092%
8/4/2023 Envestnet Asset Management Inc.15,521$2.31M0.0%-12.7%0.964%
8/3/2023 Dynamic Advisor Solutions LLC2,202$327K0.0%-11.0%0.137%
8/1/2023 Truist Financial Corp7,063$1.05M0.0%+39.1%0.439%
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8/1/2023Merit Financial Group LLC15,927$2.37M0.1%-4.6%0.989%
8/1/2023 Money Concepts Capital Corp11,512$1.71M0.2%-85.4%0.720%
7/31/2023 LPL Financial LLC240,197$35.68M0.0%-11.9%15.012%
7/31/2023 Roger Wittlin Investment Advisory LLC33,409$4.96M4.0%+0.6%2.088%
7/28/2023 Koshinski Asset Management Inc.2,301$342K0.0%-45.2%0.144%
7/28/2023LWS Wealth Advisors Inc.59,431$8.83M3.7%-2.3%3.714%
7/27/2023 J.W. Cole Advisors Inc.10,228$1.52M0.1%+17.6%0.639%
7/25/2023Raymond James Financial Services Advisors Inc.73,429$10.91M0.0%-12.1%4.589%
7/25/2023Raymond James & Associates10,817$1.61M0.0%+6.1%0.676%
7/20/2023 Keystone Wealth Services LLC6,166$916K0.3%+2.1%0.385%
(Data available from 1/1/2016 forward)

VLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VLU shares?

During the previous two years, 58 institutional investors and hedge funds held shares of SPDR S&P 1500 Value Tilt ETF. The most heavily invested institutionals were LPL Financial LLC ($74.46M), MAI Capital Management ($11.78M), LWS Wealth Advisors Inc. ($10.15M), Raymond James & Associates ($9.86M), Cambridge Investment Research Advisors Inc. ($8.10M), Roger Wittlin Investment Advisory LLC ($7.47M), and ShoreHaven Wealth Partners LLC ($5.19M).Learn more on VLU's institutional investors.

Which institutional investors have been buying SPDR S&P 1500 Value Tilt ETF stock?

Of the 44 institutional investors that purchased SPDR S&P 1500 Value Tilt ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($143.81K), ICA Group Wealth Management LLC ($72.21K), Money Concepts Capital Corp ($67.72K), Private Advisor Group LLC ($52.46K), Raymond James & Associates ($50.80K), ShoreHaven Wealth Partners LLC ($30.66K), and Virtu Financial LLC ($26.35K).

How much institutional buying is happening at SPDR S&P 1500 Value Tilt ETF?

Institutional investors have bought a total of 627,990 shares in the last 24 months. This purchase volume represents approximately $98.13M in transactions.

Which SPDR S&P 1500 Value Tilt ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold SPDR S&P 1500 Value Tilt ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Concepts Capital Corp ($68.56K), Raymond James Financial Services Advisors Inc. ($56.29K), Stratos Wealth Advisors LLC ($54.82K), ICA Group Wealth Management LLC ($49.83K), Private Advisor Group LLC ($42.03K), LPL Financial LLC ($37.00K), and Virtu Financial LLC ($19.33K).

How much institutional selling is happening at SPDR S&P 1500 Value Tilt ETF?

Institutional investors have sold a total of 378,008 shares in the last 24 months. This volume of shares sold represents approximately $58.28M in transactions.



This page (NYSEARCA:VLU) was last updated on 12/22/2024 by MarketBeat.com Staff
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