Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 1500 VALUE TILT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68K+ 62.54% |
$13M - $13.9M
|
177K
$36.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.3K+ 10.7% |
$2.72M - $2.92M
|
148K
$30.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14K+ 18.06% |
$2.66M - $2.86M
|
91.2K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$2.21M - $2.37M
|
11.6K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1KNew |
$2.11M - $2.27M
|
11.1K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.6K+ 183.85% |
$1.83M - $1.97M
|
14.8K
$3.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.07K+ 8.17% |
$1.54M - $1.65M
|
107K
$21.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.86K+ 26.04% |
$1.31M - $1.4M
|
33.2K
$6.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.83K+ 27.08% |
$1.11M - $1.19M
|
27.3K
$5.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.2K+ 14.77% |
$992K - $1.07M
|
40.4K
$8.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 60.62% |
$934K - $1M
|
13K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.88K+ 59.66% |
$931K - $999K
|
13.1K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3.86K+ 12.55% |
$737K - $791K
|
34.6K
$7.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.93K+ 19.1% |
$558K - $599K
|
18.2K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.39K+ 13.03% |
$455K - $489K
|
20.7K
$4.24M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.94K+ 9.2% |
$370K - $398K
|
23K
$4.72M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$339K - $364K
|
1.78K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.44K+ 2.21% |
$274K - $294K
|
66.4K
$13.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.33K+ 28.46% |
$254K - $273K
|
6.01K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.04KNew |
$198K - $212K
|
1.04K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.01KNew |
$193K - $207K
|
1.01K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.01K+ 13.79% |
$192K - $206K
|
8.31K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
990New |
$189K - $203K
|
990
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
866+ 6.21% |
$165K - $177K
|
14.8K
$3.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
530+ 20.52% |
$101K - $109K
|
3.11K
$638K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
456+ 4.7% |
$87K - $93.4K
|
10.2K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
429+ 9.55% |
$81.9K - $87.9K
|
4.92K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
314+ 25.55% |
$59.9K - $64.3K
|
1.54K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
280+ 4.87% |
$53.4K - $57.4K
|
6.03K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
257+ 4.18% |
$49K - $52.6K
|
6.4K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
215+ 3.21% |
$41K - $44K
|
6.91K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
150+ 8.31% |
$28.6K - $30.7K
|
1.95K
$401K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
123+ 6.99% |
$23.5K - $25.2K
|
1.88K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
108New |
$20.6K - $22.1K
|
108
$22.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101+ 10100.0% |
$19.3K - $20.7K
|
102
$20.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43+ 1.57% |
$8.2K - $8.81K
|
2.78K
$570K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.21% |
$3.43K - $3.69K
|
8.62K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15+ 0.45% |
$2.86K - $3.07K
|
3.34K
$685K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
14+ 0.49% |
$2.67K - $2.87K
|
2.9K
$594K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
13+ 0.44% |
$2.48K - $2.66K
|
2.94K
$602K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 7.0% |
$1.34K - $1.43K
|
107
$21.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6New |
$1.14K - $1.23K
|
6
$1.23K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.15% |
$382 - $410
|
1.31K
$269K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.73% |
$191 - $205
|
138
$28.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.56% |
$191 - $205
|
181
$37.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6- 0.07% |
$1.14K - $1.23K
|
8.33K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-18- 33.33% |
$3.43K - $3.69K
|
36
$7.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-28- 0.74% |
$5.34K - $5.74K
|
3.75K
$769K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 2.0% |
$11.3K - $12.1K
|
2.89K
$592K
|
|