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

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$174.13
+0.08 (+0.05%)
(As of 05/21/2024 ET)
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Institutional Ownership Changes (13F Filings) for SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$33.00M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$34.41M
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VLU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
4/23/2024 Raymond 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%
3/8/2024 ICA 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%
2/6/2024 Merit 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%
1/24/2024 Stratos 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%
1/16/2024 Raymond James Financial Services Advisors Inc.27,200$4.36M0.0%-61.8%1.689%
1/16/2024 Raymond 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%
11/7/2023 Merit 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%
10/24/2023 Stratos Wealth Advisors LLC2,473$358K0.0%-8.0%0.154%
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10/24/2023 Raymond James Financial Services Advisors Inc.71,136$10.28M0.0%-3.1%4.418%
10/24/2023 Raymond 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%
8/1/2023 Merit 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%
7/25/2023 Raymond James Financial Services Advisors Inc.73,429$10.91M0.0%-12.1%4.589%
7/25/2023 Raymond James & Associates10,817$1.61M0.0%+6.1%0.676%
7/20/2023 Keystone Wealth Services LLC6,166$916K0.3%+2.1%0.385%
7/17/2023 Wealthcare Advisory Partners LLC2,656$395K0.0%-16.9%0.166%
7/13/2023 Cambridge Investment Research Advisors Inc.33,457$4.97M0.0%+4.3%2.091%
7/13/2023 Saxon Interests Inc.4,504$669K0.4%-2.3%0.282%
7/12/2023 Professional Financial Advisors LLC1,389$206K0.1%-15.5%0.087%
7/10/2023 Level Four Advisory Services LLC2,926$435K0.0%-3.1%0.183%
6/1/2023 ORG Partners LLC12,434$1.78M0.4%N/A0.777%
5/12/2023 Roger Wittlin Investment Advisory LLC33,223$4.72M4.2%+16.1%2.076%
5/11/2023 Cambridge Investment Research Advisors Inc.32,085$4.56M0.0%+12.4%2.005%
5/10/2023 Private Advisor Group LLC47,880$6.80M0.1%N/A2.993%
5/10/2023 LPL Financial LLC272,580$38.71M0.0%+16.1%17.036%
5/9/2023 Tower Research Capital LLC TRC4,939$701K0.0%+173.8%0.309%
5/8/2023 Global Retirement Partners LLC1,166$163K0.0%+751.1%0.073%
5/5/2023 Truist Financial Corp5,077$721K0.0%+11.8%0.317%
5/4/2023 Wealthcare Advisory Partners LLC3,197$454K0.0%-23.6%0.200%
5/3/2023 J.W. Cole Advisors Inc.8,698$1.24M0.1%+35.7%0.544%
5/1/2023 Money Concepts Capital Corp78,955$606K0.0%+602.5%4.935%
4/28/2023 Avantax Advisory Services Inc.10,968$1.56M0.0%-5.4%0.686%
4/28/2023LWS Wealth Advisors Inc.60,849$8.64M3.5%+2.7%3.803%
4/28/2023 Ameritas Advisory Services LLC1,114$160K0.0%N/A0.070%
4/27/2023 Professional Financial Advisors LLC1,643$255K0.2%+13.8%0.103%
4/27/2023 Stratos Wealth Advisors LLC2,694$383K0.0%-95.0%0.168%
4/24/2023 Merit Financial Group LLC16,689$2.37M0.1%-20.2%1.043%
4/24/2023 Prosperity Consulting Group LLC2,053$292K0.2%+10.4%0.128%
4/14/2023 Raymond James Financial Services Advisors Inc.83,493$11.86M0.0%+7.8%5.251%
4/14/2023 Raymond James & Associates10,193$1.45M0.0%+160.5%0.641%
4/7/2023 Keystone Wealth Services LLC6,041$858K0.4%+9.2%0.380%
4/6/2023 Saxon Interests Inc.4,612$655K0.4%+30.6%0.290%
3/28/2023Prostatis Group LLC38,026$38K0.0%-3.5%2.392%
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3/23/2023Prostatis Group LLC38,026$38K0.0%-3.5%2.392%
2/13/2023 Betterment LLC1,944$272K0.0%-5.9%0.124%
2/10/2023CoreCap Advisors LLC1,787$250K0.0%+8.8%0.114%
2/10/2023 Advisor Group Holdings Inc.18,218$2.55M0.0%+16.1%1.160%
2/10/2023 Waters Parkerson & CO. LLC1,500$210K0.0%N/A0.096%
2/10/2023 Keystone Wealth Services LLC5,534$774K0.3%N/A0.352%
2/8/2023 Raymond James Financial Services Advisors Inc.77,455$10.83M0.0%+13.8%4.933%
2/8/2023 Prosperity Consulting Group LLC1,860$260K0.2%-25.6%0.118%
2/8/2023 Cambridge Investment Research Advisors Inc.28,535$3.99M0.0%+19.6%1.818%
2/7/2023Commonwealth Equity Services LLC9,728$1.36M0.0%+29.2%0.620%
(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, 55 institutional investors and hedge funds held shares of SPDR S&P 1500 Value Tilt ETF. The most heavily invested institutionals were Bank of America Corp DE ($54.94M), LPL Financial LLC ($34.06M), Systelligence LLC ($18.52M), ICA Group Wealth Management LLC ($11.57M), LWS Wealth Advisors Inc. ($10.15M), Cambridge Investment Research Advisors Inc. ($7.99M), and Roger Wittlin Investment Advisory LLC ($5.58M).Learn more on VLU's institutional investors.

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

Of the 42 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 ($108.10K), Bank of America Corp DE ($89.30K), Raymond James Financial Services Advisors Inc. ($83.94K), ICA Group Wealth Management LLC ($72.21K), Money Concepts Capital Corp ($67.72K), Private Advisor Group LLC ($47.88K), and Cambridge Investment Research Advisors Inc. ($31.99K).

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

Institutional investors have bought a total of 763,119 shares in the last 24 months. This purchase volume represents approximately $110.32M in transactions.

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

Of the 30 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), Private Advisor Group LLC ($43.17K), LPL Financial LLC ($37.00K), Stratos Wealth Partners LTD. ($24.13K), and Merit Financial Group LLC ($16.93K).

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

Institutional investors have sold a total of 353,949 shares in the last 24 months. This volume of shares sold represents approximately $51.94M in transactions.


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This page (NYSEARCA:VLU) was last updated on 5/21/2024 by MarketBeat.com Staff

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