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

$196.14 +2.61 (+1.35%)
As of 12:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$116.97M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$35.89M
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VLU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers5,221$1.00M0.0%-2.9%0.203%
8/8/2025 Thoroughbred Financial Services LLC9,547$1.83M0.1%-13.2%0.371%
8/8/2025 Compass Financial Services Inc50,427$9.69M4.7%-10.6%1.962%
8/8/2025 Comprehensive Financial Planning Inc. PA3,327$639K0.5%-2.7%0.129%
8/6/2025 RFG Bristol Wealth Advisors LLC26,323$5.06M1.6%+2,093.6%1.024%
8/4/2025 World Investment Advisors8,335$1.60M0.0%-9.1%0.324%
8/1/2025 Envestnet Asset Management Inc.133,382$25.63M0.0%+62.5%5.190%
7/29/2025 ShoreHaven Wealth Partners LLC29,008$5.57M2.3%-5.2%1.129%
7/29/2025 Stratos Wealth Partners LTD.13,956$2.68M0.0%N/A0.543%
7/29/2025 Stratos Wealth Advisors LLC49,710$9.55M0.5%+3.8%1.934%
7/25/2025 Atria Wealth Solutions Inc.4,540$872K0.0%+11.9%0.177%
7/22/2025 Wealthcare Advisory Partners LLC1,804$347K0.0%+14.9%0.071%
7/22/2025 USAdvisors Wealth Management LLC18,307$3.52M1.3%+6.0%0.718%
7/21/2025 Ameritas Advisory Services LLC6,628$1.27M0.1%-3.6%0.260%
7/18/2025 Truist Financial Corp6,695$1.29M0.0%+3.6%0.263%
7/17/2025 Janney Montgomery Scott LLC15,316$2.94M0.0%+42.7%0.601%
7/15/2025 Aspire Capital Advisors LLC2,103$404K0.1%-29.4%0.082%
7/15/2025 Roger Wittlin Investment Advisory LLC42,147$8.10M4.5%+3.6%1.653%
7/10/2025 Wealth Enhancement Advisory Services LLC2,735$536K0.0%-7.4%0.109%
7/9/2025 Keystone Wealth Services LLC4,838$930K0.2%-5.7%0.194%
6/10/2025 Compass Financial Services Inc56,417$10.37M5.4%+0.6%2.239%
5/15/2025Royal Bank of Canada15,994$2.94M0.0%+33.0%0.672%
5/15/2025MAI Capital Management61,144$11.24M0.1%-2.1%2.569%
5/15/2025Graney & King LLC30,001$5.52M4.1%+3.1%1.261%
5/14/2025Smartleaf Asset Management LLC6,695$1.22M0.1%+37.9%0.281%
5/14/2025Northwestern Mutual Wealth Management Co.26,566$4.88M0.0%-0.8%1.116%
5/13/2025Raymond James Financial Inc.92,232$16.95M0.0%+18.1%3.875%
5/12/2025Avant 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%
5/7/2025LPL 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%
5/5/2025J.W. Cole Advisors Inc.21,340$3.92M0.1%+20.7%0.897%
5/5/2025Private 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%
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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%
4/24/2025Money Concepts Capital Corp10,035$1.85M0.1%+2.5%0.422%
4/23/2025Western 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%
2/17/2025CoreCap Advisors LLC3,528$649K0.0%+9.5%0.177%
2/17/2025 Cetera Investment Advisers6,551$1.21M0.0%+7.1%0.329%
2/17/2025Bank of America Corp DE37,858$6.97M0.0%+5.9%1.902%
2/17/2025Ameriprise Financial Inc.89,634$16.49M0.0%-62.1%4.504%
2/14/2025Comerica Bank158$29K0.0%N/A0.008%
2/14/2025Integrated Wealth Concepts LLC4,869$896K0.0%-1.6%0.245%
2/14/2025Tower Research Capital LLC TRC531$98K0.0%N/A0.027%
2/14/2025MML Investors Services LLC8,581$1.58M0.0%N/A0.431%
2/13/2025NewEdge Advisors LLC2,583$475K0.0%-12.0%0.130%
2/13/2025Keystone Financial Group1,665$306K0.0%N/A0.084%
2/13/2025Raymond James Financial Inc.78,075$14.37M0.0%N/A3.923%
2/13/2025Waterloo 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%
2/12/2025JPMorgan Chase & Co.28,228$5.20M0.0%-1.1%1.418%
2/12/2025Graney & King LLC29,106$5.36M4.0%N/A1.463%
2/11/2025LPL Financial LLC349,912$64.40M0.0%-0.7%17.584%
2/11/2025Absolute Capital Management LLC34,200$6.29M3.5%+8.6%1.719%
2/10/2025Thrivent 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%
2/7/2025Independent Advisor Alliance6,486$1.19M0.0%N/A0.326%
2/6/2025 Opulen Financial Group LLC2,916$537K0.5%N/A0.147%
2/6/2025Raymond 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%
2/5/2025Smartleaf Asset Management LLC4,855$894K0.1%+4.4%0.244%
2/3/2025 Compass Planning Associates Inc2,854$525K0.5%N/A0.143%
2/3/2025Private 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%
1/31/2025J.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%
1/28/2025 Compass Financial Services Inc56,058$10.32M5.8%N/A2.817%
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1/27/2025Money 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%
12/26/2024JPMorgan 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%
(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, 75 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), Envestnet Asset Management Inc. ($25.63M), Cambridge Investment Research Advisors Inc. ($17.34M), Raymond James Financial Inc. ($16.95M), Ameriprise Financial Inc. ($16.49M), MAI Capital Management ($11.24M), and LWS Wealth Advisors Inc. ($10.15M).Learn more on SPDR S&P 1500 Value Tilt ETF's institutional investors.

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

Of the 64 institutional investors that purchased SPDR S&P 1500 Value Tilt ETF's 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), Envestnet Asset Management Inc. ($81.16K), ICA Group Wealth Management LLC ($72.21K), Compass Financial Services Inc ($56.42K), Stratos Wealth Advisors LLC ($48.18K), and Raymond James & Associates ($43.90K).

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

Institutional investors have bought a total of 631,620 shares in the last 24 months. This purchase volume represents approximately $116.97M in transactions.

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

Of the 28 institutional investors that sold SPDR S&P 1500 Value Tilt ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($147.10K), Virtu Financial LLC ($19.33K), Compass Financial Services Inc ($5.99K), World Investment Advisors ($3.37K), LPL Financial LLC ($2.57K), ShoreHaven Wealth Partners LLC ($1.88K), and Roger Wittlin Investment Advisory LLC ($1.83K).

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

Institutional investors have sold a total of 194,436 shares in the last 24 months. This volume of shares sold represents approximately $35.89M in transactions.


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This page (NYSEARCA:VLU) was last updated on 8/12/2025 by MarketBeat.com Staff
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