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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
75New |
$12.7K - $13.8K
|
75
$15.4K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-106KClosed |
$17.6M - $18.5M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-22- 1.72% |
$3.66K - $3.84K
|
1.26K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-49.8K- 65.25% |
$8.29M - $8.7M
|
26.5K
$5.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-85- 5.52% |
$14.1K - $14.8K
|
1.45K
$298K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
509New |
$84.6K - $88.9K
|
509
$104K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
135New |
$22.5K - $23.6K
|
135
$27.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
926+ 38.12% |
$146K - $162K
|
3.36K
$688K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89New |
$14K - $15.6K
|
89
$18.2K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
210New |
$33K - $36.8K
|
210
$43.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
20.5KNew |
$2.82M - $3.29M
|
20.5K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
55New |
$7.57K - $8.84K
|
55
$11.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.22K- 18.49% |
$167K - $195K
|
5.36K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
57New |
$7.85K - $9.16K
|
57
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.88K+ 6.52% |
$534K - $623K
|
63.3K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$20.6K - $24.1K
|
150
$30.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$4.54K - $5.3K
|
33
$6.77K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
21New |
$2.89K - $3.37K
|
21
$4.31K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
200KNew |
$28.8M - $30.9M
|
200K
$41M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.76KNew |
$398K - $427K
|
2.76K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33.6KNew |
$4.84M - $5.2M
|
33.6K
$6.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
113KNew |
$16.3M - $17.4M
|
113K
$23.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.91K- 55.43% |
$276K - $296K
|
1.54K
$316K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20- 0.87% |
$2.88K - $3.09K
|
2.28K
$468K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
PUT |
-150KClosed |
$20.8M - $22.3M
|
0
$0
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6KNew |
$830K - $891K
|
6K
$1.23M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 87.72% |
$6.92K - $7.43K
|
7
$1.44K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
246New |
$34K - $36.5K
|
246
$50.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.4KNew |
$5.18M - $5.56M
|
37.4K
$7.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$20.8K - $22.3K
|
150
$30.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
62New |
$8.58K - $9.21K
|
62
$12.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Four World Capital Management LLC
New York, NY |
BUY
|
CALL |
3KNew |
$407K - $451K
|
3K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
2.4KNew |
$326K - $360K
|
2.4K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
48+ 2.47% |
$6.52K - $7.21K
|
1.99K
$408K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.53% |
$1.09K - $1.2K
|
1.53K
$313K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
48New |
$6.52K - $7.21K
|
48
$9.84K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.62KNew |
$334K - $388K
|
2.62K
$538K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-220- 54.46% |
$28K - $32.5K
|
184
$37.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.55KNew |
$198K - $229K
|
1.55K
$318K
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.5KNew |
$191K - $222K
|
1.5K
$308K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
65New |
$8.28K - $9.61K
|
65
$13.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-102- 1.78% |
$13K - $15.1K
|
5.62K
$1.15M
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 15.22% |
$489K - $582K
|
21.6K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10- 90.91% |
$1.26K - $1.5K
|
1
$205
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.8K- 31.56% |
$227K - $270K
|
3.9K
$800K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-31- 50.0% |
$3.9K - $4.65K
|
31
$6.36K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
PUT |
-95KClosed |
$12.5M - $14.9M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.71KClosed |
$880K - $1.05M
|
0
$0
|
|