Latest Institutional Transactions on Spdr S&P 1500 Value Tilt ETF (VLU)
This table provides information on the latest institutional transactions involving Spdr S&P 1500 Value Tilt ETF (VLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
62.4KNew |
$11.4M - $12.2M
|
62.4K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.7K+ 63.73% |
$6.15M - $6.6M
|
86.7K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.09K+ 5.86% |
$382K - $410K
|
37.9K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80- 1.62% |
$14.6K - $15.7K
|
4.87K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.61K- 99.76% |
$839K - $901K
|
11
$1.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
306+ 9.5% |
$55.8K - $59.9K
|
3.53K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-454- 3.64% |
$82.7K - $88.8K
|
12K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-147K- 62.14% |
$26.8M - $28.8M
|
89.6K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.47K+ 6.76% |
$450K - $484K
|
39K
$6.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
158New |
$28.8K - $30.9K
|
158
$28.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2+ 0.07% |
$364 - $391
|
3.08K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
150New |
$27.3K - $29.4K
|
150
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-323- 12.47% |
$58.8K - $63.2K
|
2.27K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 52.94% |
$6.56K - $7.04K
|
104
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-352- 11.99% |
$64.1K - $68.9K
|
2.58K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.58KNew |
$1.56M - $1.68M
|
8.58K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
531New |
$96.7K - $104K
|
531
$94.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
437+ 7.15% |
$79.6K - $85.5K
|
6.55K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-313- 1.1% |
$57K - $61.3K
|
28.2K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
877+ 14.76% |
$160K - $172K
|
6.82K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-107- 0.98% |
$19.5K - $20.9K
|
10.8K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
227+ 0.56% |
$41.4K - $44.4K
|
40.7K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.03K+ 9.66% |
$188K - $202K
|
11.7K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.32K+ 17.86% |
$1.7M - $1.82M
|
61.5K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.7K+ 8.57% |
$492K - $528K
|
34.2K
$6.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
867+ 3.35% |
$158K - $170K
|
26.8K
$4.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.57K- 0.73% |
$467K - $502K
|
350K
$62.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
29.1KNew |
$5.3M - $5.7M
|
29.1K
$5.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
784+ 5.38% |
$143K - $153K
|
15.4K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.72K+ 110.58% |
$495K - $532K
|
5.18K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 11.32% |
$304K - $327K
|
13.1K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.7K- 13.87% |
$1.4M - $1.51M
|
47.8K
$8.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.26K+ 125.58% |
$412K - $443K
|
4.07K
$726K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.49KNew |
$1.18M - $1.27M
|
6.49K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-86- 1.57% |
$15.7K - $16.8K
|
5.4K
$965K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.92KNew |
$531K - $571K
|
2.92K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78.1KNew |
$14.2M - $15.3M
|
78.1K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 8.0% |
$2.92K - $3.13K
|
184
$32.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 3.5% |
$7.11K - $7.63K
|
1.08K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
205+ 4.41% |
$37.3K - $40.1K
|
4.86K
$867K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2.85KNew |
$520K - $558K
|
2.85K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
667+ 29.62% |
$122K - $131K
|
2.92K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
306+ 22.84% |
$55.8K - $59.9K
|
1.65K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
192+ 4.19% |
$35K - $37.6K
|
4.77K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
97+ 1.49% |
$17.7K - $19K
|
6.6K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 1.14% |
$36.3K - $38.9K
|
17.7K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-294- 1.05% |
$53.6K - $57.5K
|
27.8K
$4.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.4KNew |
$620K - $666K
|
3.4K
$608K
|