Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78.1KNew |
$14.2M - $15.3M
|
78.1K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
56.1KNew |
$10.2M - $11M
|
56.1K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.9KNew |
$2.35M - $2.53M
|
12.9K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.49KNew |
$1.18M - $1.27M
|
6.49K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.4KNew |
$620K - $666K
|
3.4K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.92KNew |
$531K - $571K
|
2.92K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2.85KNew |
$520K - $558K
|
2.85K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46KNew |
$266K - $286K
|
1.46K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
667+ 29.62% |
$122K - $131K
|
2.92K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
607+ 7.5% |
$111K - $119K
|
8.7K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
410+ 6.93% |
$74.7K - $80.2K
|
6.32K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
306+ 22.84% |
$55.8K - $59.9K
|
1.65K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
205+ 4.41% |
$37.3K - $40.1K
|
4.86K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 1.14% |
$36.3K - $38.9K
|
17.7K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
192+ 4.19% |
$35K - $37.6K
|
4.77K
$912K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
97+ 1.49% |
$17.7K - $19K
|
6.6K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$1.46K - $1.57K
|
1.53K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 7.14% |
$911 - $978
|
75
$14.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.17% |
$364 - $391
|
1.2K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$182 - $196
|
1.93K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 8.0% |
$2.92K - $3.13K
|
184
$35.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-38- 3.17% |
$6.92K - $7.44K
|
1.16K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-39- 3.5% |
$7.11K - $7.63K
|
1.08K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-86- 1.57% |
$15.7K - $16.8K
|
5.4K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 2.52% |
$18K - $19.4K
|
3.83K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 7.33% |
$23.3K - $25K
|
1.62K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-294- 1.05% |
$53.6K - $57.5K
|
27.8K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-366- 3.84% |
$66.7K - $71.6K
|
9.16K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-411- 4.03% |
$74.9K - $80.4K
|
9.79K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.7K- 13.87% |
$1.4M - $1.51M
|
47.8K
$9.13M
|