Institutional Ownership Spdr S&P 1500 Value Tilt ETF (VLU)
This table provides information about the institutional ownership of Spdr S&P 1500 Value Tilt ETF (VLU). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
374,929
shares
|
$76.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
176,603
shares
|
$36.2 Million
0.01% of portfolio
|
Q3 2025
Added 62.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
147,653
shares
|
$30.3 Million
0.01% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
106,931
shares
|
$21.9 Million
0.06% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
91,226
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
76,042
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
66,435
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,297
shares
|
$13 Million
3.97% of portfolio
|
Q4 2023
Added 6.52%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
58,972
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,440
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 314.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
49,647
shares
|
$10.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
49,033
shares
|
$10.1 Million
4.43% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
40,400
shares
|
$8.28 Million
3.64% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
39,252
shares
|
$8.05 Million
4.51% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
35,943
shares
|
$7.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
34,647
shares
|
$7.1 Million
4.9% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
33,178
shares
|
$6.8 Million
1.96% of portfolio
|
Q3 2025
Added 26.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
29,056
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
28,949
shares
|
$5.93 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,624
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
27,343
shares
|
$5.61 Million
0.0% of portfolio
|
Q2 2025
Added 34.53%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,539
shares
|
$5.44 Million
2.79% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
24,137
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
23,037
shares
|
$4.72 Million
0.09% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
20,692
shares
|
$4.24 Million
1.46% of portfolio
|
Q3 2025
Added 13.03%
|
|