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 86 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$29,007
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
150
shares
|
$29,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
137
shares
|
$26,493
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
114
shares
|
$22,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
104
shares
|
$20,111
0.0% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
95
shares
|
$18,371
0.0% of portfolio
|
Q1 2021
Reduced 13.64%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
75
shares
|
$14,503
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
75
shares
|
$14,503
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
21
shares
|
$4,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
11
shares
|
$2,127
0.0% of portfolio
|
Q4 2024
Reduced 99.76%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|