Free Trial

SPDR S&P 1500 Value Tilt ETF (VLU) Institutional Ownership

$183.60 -0.68 (-0.37%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$113.30M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$42.80M
Get VLU Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P 1500 Value Tilt ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VLU Institutional Buying and Selling by Quarter

SPDR S&P 1500 Value Tilt ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 Royal Bank of Canada15,994$2.94M0.0%+33.0%0.672%
5/15/2025 MAI Capital Management61,144$11.24M0.1%-2.1%2.569%
5/15/2025 Graney & King LLC30,001$5.52M4.1%+3.1%1.261%
5/14/2025 Smartleaf Asset Management LLC6,695$1.22M0.1%+37.9%0.281%
5/14/2025 Northwestern Mutual Wealth Management Co.26,566$4.88M0.0%-0.8%1.116%
5/13/2025 Raymond James Financial Inc.92,232$16.95M0.0%+18.1%3.875%
5/12/2025 Avant Capital LLC1,335$245K0.2%N/A0.056%
5/9/2025 Atria Wealth Solutions Inc.4,058$746K0.0%+39.0%0.171%
5/9/2025 Thoroughbred Financial Services LLC11,001$2.02M0.1%+1.8%0.462%
5/7/2025 LPL Financial LLC377,365$69.37M0.0%+7.8%15.856%
5/6/2025 ShoreHaven Wealth Partners LLC30,595$5.62M2.7%+9.9%1.286%
5/6/2025 USAdvisors Wealth Management LLC17,275$3.18M1.1%+33.7%0.726%
5/6/2025 Cetera Investment Advisers5,376$988K0.0%-17.9%0.226%
5/6/2025 Avantax Advisory Services Inc.12,490$2.30M0.0%+207.3%0.525%
5/5/2025 J.W. Cole Advisors Inc.21,340$3.92M0.1%+20.7%0.897%
5/5/2025 Private Advisor Group LLC6,886$1.27M0.0%+44.3%0.289%
5/1/2025 Roger Wittlin Investment Advisory LLC40,666$7.48M4.4%-0.1%1.709%
4/30/2025 Stratos Wealth Advisors LLC47,897$8.81M0.5%+3,032.6%2.012%
4/29/2025 Envestnet Asset Management Inc.82,092$15.09M0.0%+33.4%3.449%
4/29/2025 World Investment Advisors9,172$1.69M0.0%-21.6%0.385%
4/25/2025 Ameritas Advisory Services LLC6,878$1.26M0.1%+8.8%0.289%
4/24/2025 Money Concepts Capital Corp10,035$1.85M0.1%+2.5%0.422%
4/23/2025 Western Wealth Management LLC3,108$571K0.0%-1.9%0.131%
4/22/2025 Cambridge Investment Research Advisors Inc.94,343$17.34M0.1%+8.8%3.964%
4/22/2025 Aspire Capital Advisors LLC2,980$548K0.2%N/A0.125%
4/21/2025 Envestnet Portfolio Solutions Inc.1,099$202K0.0%N/A0.046%
4/17/2025 Janney Montgomery Scott LLC10,734$1.97M0.0%+17.2%0.467%
4/17/2025 Keystone Wealth Services LLC5,133$944K0.3%-5.0%0.223%
4/16/2025 Wealth Enhancement Advisory Services LLC2,953$543K0.0%+123.5%0.128%
4/15/2025 Wealthcare Advisory Partners LLC1,570$289K0.0%+7.5%0.068%
4/9/2025 NBC Securities Inc.858$157K0.0%N/A0.037%
3/17/2025 Wealth Enhancement Advisory Services LLC1,321$243K0.0%-31.5%0.058%
2/17/2025 CoreCap Advisors LLC3,528$649K0.0%+9.5%0.177%
2/17/2025 Cetera Investment Advisers6,551$1.21M0.0%+7.1%0.329%
2/17/2025 Bank of America Corp DE37,858$6.97M0.0%+5.9%1.902%
2/17/2025 Ameriprise Financial Inc.89,634$16.49M0.0%-62.1%4.504%
2/14/2025 Comerica Bank158$29K0.0%N/A0.008%
2/14/2025 Integrated Wealth Concepts LLC4,869$896K0.0%-1.6%0.245%
2/14/2025 Tower Research Capital LLC TRC531$98K0.0%N/A0.027%
2/14/2025 MML Investors Services LLC8,581$1.58M0.0%N/A0.431%
Trump + Musk = AI’s turning point (Ad)

Trump may not code… but he knows how to pick winners. And according to insiders, his administration is preparing to fast-track a new class of AI infrastructure tech. Elon Musk has already poured $51 million into it.

Chris Rowe just shared the full details in a live presentation… Watch it here before it comes down.
2/13/2025 NewEdge Advisors LLC2,583$475K0.0%-12.0%0.130%
2/13/2025 Keystone Financial Group1,665$306K0.0%N/A0.084%
2/13/2025 Raymond James Financial Inc.78,075$14.37M0.0%N/A3.923%
2/13/2025 Waterloo Capital L.P.2,268$417K0.0%-12.5%0.114%
2/13/2025 Envestnet Asset Management Inc.61,543$11.33M0.0%+17.9%3.093%
2/12/2025 Thoroughbred Financial Services LLC10,803$1.99M0.1%-1.0%0.543%
2/12/2025 World Investment Advisors11,703$2.15M0.1%+9.7%0.588%
2/12/2025 Roger Wittlin Investment Advisory LLC40,725$7.50M4.2%+0.6%2.046%
2/12/2025 JPMorgan Chase & Co.28,228$5.20M0.0%-1.1%1.418%
2/12/2025 Graney & King LLC29,106$5.36M4.0%N/A1.463%
2/11/2025 LPL Financial LLC349,912$64.40M0.0%-0.7%17.584%
2/11/2025 Absolute Capital Management LLC34,200$6.29M3.5%+8.6%1.719%
2/10/2025 Thrivent Financial for Lutherans15,369$2.83M0.0%+5.4%0.772%
2/10/2025 Commonwealth Equity Services LLC13,069$2.41M0.0%-11.3%0.657%
2/10/2025 Avantax Advisory Services Inc.4,065$748K0.0%+125.6%0.204%
2/7/2025 Independent Advisor Alliance6,486$1.19M0.0%N/A0.326%
2/6/2025 Opulen Financial Group LLC2,916$537K0.5%N/A0.147%
2/6/2025 Raymond James Financial Inc.78,075$14.37M0.0%N/A3.923%
2/6/2025 Keystone Wealth Services LLC5,402$994K0.3%-1.6%0.271%
2/5/2025 Smartleaf Asset Management LLC4,855$894K0.1%+4.4%0.244%
2/3/2025 Compass Planning Associates Inc2,854$525K0.5%N/A0.143%
2/3/2025 Private Advisor Group LLC4,771$878K0.0%+4.2%0.240%
1/31/2025Global Retirement Partners LLC1,646$303K0.0%+22.8%0.083%
1/31/2025 Atria Wealth Solutions Inc.2,919$537K0.0%+29.6%0.147%
1/31/2025 Truist Financial Corp6,601$1.22M0.0%+1.5%0.332%
1/31/2025 J.W. Cole Advisors Inc.17,684$3.26M0.1%+1.1%0.889%
1/30/2025 ShoreHaven Wealth Partners LLC27,827$5.12M2.4%-1.0%1.398%
1/29/2025 Comprehensive Financial Planning Inc. PA3,403$626K0.5%N/A0.171%
1/28/2025Compass Financial Services Inc56,058$10.32M5.8%N/A2.817%
1/27/2025 Money Concepts Capital Corp9,786$1.80M0.1%-4.0%0.492%
1/23/2025 USAdvisors Wealth Management LLC12,925$2.38M0.8%N/A0.649%
1/21/2025 Dynamic Advisor Solutions LLC1,618$298K0.0%-7.3%0.081%
1/17/2025 Janney Montgomery Scott LLC9,159$1.69M0.0%-3.8%0.460%
1/15/2025 Ameritas Advisory Services LLC6,324$1.16M0.0%+6.9%0.318%
1/15/2025 Merit Financial Group LLC8,701$1.60M0.0%+7.5%0.437%
1/15/2025 Saxon Interests Inc.3,831$705K0.3%-2.5%0.193%
1/15/2025 Wealthcare Advisory Partners LLC1,460$269K0.0%N/A0.073%
12/26/2024 JPMorgan Chase & Co.28,541$5.26M0.0%+5.2%1.434%
11/25/2024 World Investment Advisors LLC10,672$1.97M0.0%+37.2%0.536%
11/20/2024 Virtu Financial LLC7,022$1.30M0.1%-73.4%0.353%
11/15/2024 Hilltop Holdings Inc.3,076$567K0.0%N/A0.155%
11/13/2024 FMR LLC806$149K0.0%+155.1%0.041%
11/12/2024 Great Valley Advisor Group Inc.1,174$217K0.0%-23.0%0.059%
11/8/2024 Roger Wittlin Investment Advisory LLC40,498$7.47M4.3%-4.2%2.035%
11/7/2024 MAI Capital Management63,899$11.78M0.1%-0.4%3.211%
11/7/2024 Thrivent Financial for Lutherans14,585$2.69M0.0%-2.7%0.733%
10/29/2024 Janney Montgomery Scott LLC9,525$1.76M0.0%N/A0.479%
10/24/2024 J.W. Cole Advisors Inc.17,485$3.23M0.1%+7.0%0.879%
10/24/2024 ShoreHaven Wealth Partners LLC28,121$5.19M2.5%+0.3%1.413%
10/22/2024 Private Advisor Group LLC4,579$844K0.0%N/A0.230%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
10/18/2024Raymond James & Associates53,440$9.86M0.0%+314.9%2.685%
10/15/2024 NBC Securities Inc.588$108K0.0%N/A0.030%
10/8/2024 Saxon Interests Inc.3,930$725K0.3%-3.0%0.197%
10/8/2024 Dynamic Advisor Solutions LLC1,746$322K0.0%-10.3%0.088%
8/22/2024 Cetera Investment Advisers6,465$1.11M0.0%-2.1%0.325%
8/21/2024 Truist Financial Corp6,449$1.11M0.0%+3.5%0.324%
8/16/2024 Northwestern Mutual Wealth Management Co.21,442$3.69M0.0%+27.3%1.077%
8/13/2024 Thrivent Financial for Lutherans14,985$2.58M0.0%+13.8%0.753%
8/10/2024 Virtu Financial LLC26,353$4.54M0.3%+52.3%1.324%
8/9/2024ICA Group Wealth Management LLC26,539$4.57M2.7%-65.2%1.334%
(Data available from 1/1/2016 forward)

VLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VLU shares?

During the previous two years, 76 institutional investors and hedge funds held shares of SPDR S&P 1500 Value Tilt ETF. The most heavily invested institutionals were LPL Financial LLC ($69.37M), Cambridge Investment Research Advisors Inc. ($17.34M), Raymond James Financial Inc. ($16.95M), Ameriprise Financial Inc. ($16.49M), Envestnet Asset Management Inc. ($15.09M), MAI Capital Management ($11.24M), and Compass Financial Services Inc ($10.32M).Learn more on VLU's institutional investors.

Which institutional investors have been buying SPDR S&P 1500 Value Tilt ETF stock?

Of the 63 institutional investors that purchased SPDR S&P 1500 Value Tilt ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($170.31K), LPL Financial LLC ($95.03K), ICA Group Wealth Management LLC ($72.21K), Compass Financial Services Inc ($56.06K), Stratos Wealth Advisors LLC ($46.37K), Raymond James & Associates ($44.52K), and ShoreHaven Wealth Partners LLC ($33.43K).

How much institutional buying is happening at SPDR S&P 1500 Value Tilt ETF?

Institutional investors have bought a total of 829,692 shares in the last 24 months. This purchase volume represents approximately $146.30M in transactions.

Which SPDR S&P 1500 Value Tilt ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold SPDR S&P 1500 Value Tilt ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($147.10K), Money Concepts Capital Corp ($68.97K), Raymond James Financial Services Advisors Inc. ($56.29K), ICA Group Wealth Management LLC ($49.83K), Private Advisor Group LLC ($42.03K), LPL Financial LLC ($39.57K), and Virtu Financial LLC ($19.33K).

How much institutional selling is happening at SPDR S&P 1500 Value Tilt ETF?

Institutional investors have sold a total of 463,652 shares in the last 24 months. This volume of shares sold represents approximately $77.21M in transactions.



This page (NYSEARCA:VLU) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners