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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
18,241
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,153
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
14,822
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
14,820
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Added 183.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,578
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,055
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Added 59.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
12,965
shares
|
$2.66 Million
0.16% of portfolio
|
Q3 2025
Added 60.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,292
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,575
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,059
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,162
shares
|
$2.08 Million
0.14% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,626
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
9,416
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,365
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2021
Reduced 96.66%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,617
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,329
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,309
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,910
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,684
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
6,399
shares
|
$1.31 Million
0.57% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,026
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,013
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,356
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2023
Reduced 18.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,919
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,540
shares
|
$930,745
0.02% of portfolio
|
Q2 2025
Added 11.88%
|
|