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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,530
shares
|
$928,695
0.22% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$820,040
0.02% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
3,750
shares
|
$768,787
0.3% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
3,342
shares
|
$685,143
0.47% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
3,311
shares
|
$678,788
0.0% of portfolio
|
Q3 2025
Reduced 19.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,113
shares
|
$638,196
0.02% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
2,937
shares
|
$602,114
0.45% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
2,896
shares
|
$593,708
0.54% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,886
shares
|
$591,658
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,778
shares
|
$569,517
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,731
shares
|
$559,882
0.0% of portfolio
|
Q3 2025
Reduced 52.03%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,714
shares
|
$556,397
0.03% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,954
shares
|
$400,589
0.01% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,883
shares
|
$386,033
0.03% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,778
shares
|
$364,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
1,709
shares
|
$350,362
0.09% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,658
shares
|
$339,906
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,543
shares
|
$316,330
0.03% of portfolio
|
Q3 2025
Added 25.55%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,454
shares
|
$298,084
0.12% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
1,424
shares
|
$291,934
0.21% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,311
shares
|
$268,768
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,302
shares
|
$266,923
0.01% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
1,192
shares
|
$244,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,037
shares
|
$212,595
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,009
shares
|
$206,855
0.04% of portfolio
|
Q3 2025
New holding
|
|