Latest Institutional Purchases of Spdr S&P 1500 Value Tilt ETF (VLU)
This list provides information on the latest institutional transactions involving Spdr S&P 1500 Value Tilt ETF (VLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
56.1KNew |
$10.2M - $11M
|
56.1K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.9KNew |
$2.35M - $2.53M
|
12.9K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.4KNew |
$620K - $666K
|
3.4K
$653K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2.85KNew |
$520K - $558K
|
2.85K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46KNew |
$266K - $286K
|
1.46K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
667+ 29.62% |
$122K - $131K
|
2.92K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
607+ 7.5% |
$111K - $119K
|
8.7K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
410+ 6.93% |
$74.7K - $80.2K
|
6.32K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
306+ 22.84% |
$55.8K - $59.9K
|
1.65K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 1.14% |
$36.3K - $38.9K
|
17.7K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
192+ 4.19% |
$35K - $37.6K
|
4.77K
$916K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
97+ 1.49% |
$17.7K - $19K
|
6.6K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$1.46K - $1.57K
|
1.53K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 7.14% |
$911 - $978
|
75
$14.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.17% |
$364 - $391
|
1.2K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$182 - $196
|
1.93K
$370K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5K+ 674.07% |
$7.69M - $8.39M
|
52.2K
$10M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.6K+ 314.87% |
$6.86M - $7.48M
|
53.4K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.2K+ 37.59% |
$2.56M - $2.8M
|
55.5K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5K+ 49836.0% |
$2.11M - $2.3M
|
12.5K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
7K+ 28.57% |
$1.18M - $1.29M
|
31.5K
$6.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.88K+ 12.5% |
$995K - $1.09M
|
53K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$786K - $858K
|
4.65K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.47K+ 20.85% |
$756K - $824K
|
25.9K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.4K+ 2067.61% |
$745K - $812K
|
4.62K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.08KNew |
$520K - $567K
|
3.08K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.89K+ 37.17% |
$489K - $533K
|
10.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.59KNew |
$438K - $478K
|
2.59K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8KNew |
$305K - $332K
|
1.8K
$346K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 5.17% |
$237K - $259K
|
28.5K
$5.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 9.54% |
$217K - $237K
|
14.7K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.19KNew |
$202K - $220K
|
1.19K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
605+ 1.68% |
$102K - $112K
|
36.6K
$7.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
588New |
$99.4K - $108K
|
588
$113K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
453+ 16.36% |
$76.6K - $83.5K
|
3.22K
$619K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
114New |
$19.3K - $21K
|
114
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
92+ 0.04% |
$15.6K - $17K
|
237K
$45.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
75New |
$12.7K - $13.8K
|
75
$14.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$11.5K - $12.5K
|
68
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 0.96% |
$7.95K - $8.67K
|
4.95K
$950K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23+ 0.42% |
$3.89K - $4.24K
|
5.49K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$3.55K - $3.87K
|
21
$4.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20New |
$3.38K - $3.69K
|
20
$3.84K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
800+ 253.97% |
$133K - $140K
|
1.12K
$214K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
509New |
$84.6K - $88.9K
|
509
$97.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
260+ 4.45% |
$43.2K - $45.4K
|
6.11K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
135New |
$22.5K - $23.6K
|
135
$25.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 0.11% |
$499 - $524
|
2.78K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|