Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
3.61KNew |
$717K - $750K
|
3.61K
$739K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 2.18% |
$215K - $225K
|
50.7K
$10.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
458+ 9.31% |
$91K - $95.3K
|
5.38K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 96.26% |
$20.5K - $21.4K
|
210
$43.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61+ 4.69% |
$12.1K - $12.7K
|
1.36K
$279K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47+ 2.41% |
$9.34K - $9.78K
|
2K
$410K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20- 13.33% |
$3.97K - $4.16K
|
130
$26.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-595- 21.42% |
$118K - $124K
|
2.18K
$448K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.39K- 36.39% |
$1.07M - $1.12M
|
9.43K
$1.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-15.3K- 38.96% |
$3.04M - $3.18M
|
24K
$4.91M
|
|