Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free VLU Stock Alerts

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

$250.31 +2.18 (+0.88%)
As of 02:24 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$104.44M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$19.33M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC1,720$410K0.0%N/A0.055%
8/23/2026 Ameritas Advisory Services LLC9,598$2.29M0.0%+361.9%0.309%
8/23/2026 Aspire Capital Advisors LLC5,028$1.20M0.2%+239.0%0.162%
8/22/2026 Comprehensive Financial Planning Inc. PA3,266$778K0.4%-1.8%0.105%
8/22/2026 Concurrent Investment Advisors LLC2,844$677K0.0%+9.0%0.091%
8/13/2026 Capital Square LLC2,256$544K0.2%N/A0.073%
7/15/2026 Wealth Enhancement Advisory Services LLC1,696$409K0.0%+3.8%0.055%
7/10/2026 Wealthcare Advisory Partners LLC2,267$540K0.0%+7.7%0.074%
7/9/2026 Professional Financial Advisors LLC870$207K0.0%N/A0.028%
7/9/2026 Focus Financial Network Inc.990$236K0.0%N/A0.032%
7/9/2026 Sax Wealth Advisors LLC1,417$338K0.0%N/A0.046%
7/7/2026 Dynamic Advisor Solutions LLC1,177$280K0.0%+4.3%0.039%
7/7/2026 CoreCap Advisors LLC5,806$1.38M0.0%+3.1%0.190%
6/18/2026 Western Wealth Management LLC2,520$542K0.0%-7.3%0.084%
6/3/2026 NewEdge Advisors LLC7,615$1.64M0.0%+6.7%0.255%
5/19/2026 Western Wealth Management LLC2,520$542K0.0%-7.3%0.084%
5/19/2026 NewEdge Advisors LLC4,028$866K0.0%-43.6%0.135%
5/19/2026 Bank of America Corp DE69,427$14.93M0.0%+3.7%2.322%
5/18/2026 Royal Bank of Canada15,640$3.36M0.0%-27.9%0.523%
5/13/2026 Cetera Investment Advisers27,283$5.87M0.0%+73.0%0.912%
5/5/2026 RFG Bristol Wealth Advisors LLC53,575$11.52M3.1%+24.9%1.792%
5/4/2026 Nadler Financial Group Inc.122,270$26.29M2.5%N/A4.089%
5/1/2026 Fifth Third Bancorp158$34K0.0%N/A0.005%
4/30/2026 Kestra Advisory Services LLC5,404$1.16M0.0%+96.9%0.181%
4/30/2026 Money Concepts Capital Corp10,049$2.16M0.1%-1.2%0.337%
4/27/2026Integrity Wealth Partners LLC1,400$301K0.3%N/A0.047%
4/27/2026 World Investment Advisors7,986$1.72M0.0%-3.9%0.270%
4/27/2026 USAdvisors Wealth Management LLC22,610$4.76M1.6%+2.6%0.764%
4/27/2026 Private Advisor Group LLC8,213$1.77M0.0%-30.6%0.277%
4/22/2026 Janney Montgomery Scott LLC10,540$2.27M0.0%-26.8%0.357%
4/22/2026 Systelligence LLC58,697$12.62M2.5%N/A1.996%
4/17/2026 AdvisorNet Financial Inc1,035$223K0.0%+392.9%0.035%
2/18/2026 NewEdge Advisors LLC7,139$1.50M0.0%-41.9%0.265%
2/18/2026 Argyle Capital Partners LLC1,609$339K0.2%-3.0%0.060%
2/17/2026 Cetera Investment Advisers15,766$3.32M0.0%+6.4%0.586%
2/17/2026 Hilltop Holdings Inc.6,574$1.39M0.1%-20.9%0.244%
2/17/2026 Equitable Holdings Inc.6,775$1.43M0.0%+1.4%0.252%
2/17/2026 Osaic Holdings Inc.91,541$19.28M0.0%+20.4%3.403%
2/17/2026 Royal Bank of Canada21,704$4.57M0.0%-20.6%0.807%
2/16/2026 MML Investors Services LLC16,736$3.53M0.0%+10.4%0.622%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/13/2026 Smartleaf Asset Management LLC11,689$2.48M0.1%-9.8%0.435%
2/13/2026 Saxon Interests Inc.3,678$775K0.3%-1.9%0.137%
2/13/2026 Wells Fargo & Company MN776$163K0.0%+660.8%0.029%
2/12/2026 Jane Street Group LLC4,225$890K0.0%N/A0.157%
2/12/2026 Commonwealth Equity Services LLC15,449$3.25M0.0%+6.0%0.574%
2/12/2026 Great Valley Advisor Group Inc.2,150$453K0.0%-46.3%0.080%
2/12/2026 Absolute Capital Management LLC41,309$8.70M3.2%+2.3%1.536%
2/11/2026 Janney Montgomery Scott LLC14,391$3.03M0.0%-21.1%0.535%
2/11/2026 LPL Financial LLC406,592$85.64M0.0%+8.4%15.115%
2/11/2026 JPMorgan Chase & Co.28,940$6.10M0.0%-0.4%1.076%
2/11/2026 J.W. Cole Advisors Inc.23,485$4.95M0.1%+1.9%0.873%
2/10/2026 ShoreHaven Wealth Partners LLC28,830$6.07M2.2%-0.4%1.072%
2/10/2026 COFG Advisors LLC1,434$302K0.1%N/A0.053%
2/10/2026 Waterloo Capital L.P.4,815$1.01M0.1%-19.9%0.179%
2/10/2026 Northwestern Mutual Wealth Management Co.20,526$4.32M0.0%-15.0%0.763%
2/10/2026 Thoroughbred Financial Services LLC9,727$2.05M0.1%+3.3%0.362%
2/6/2026 Global Retirement Partners LLC2,793$588K0.0%-3.2%0.104%
2/6/2026 Csenge Advisory Group970$204K0.0%N/A0.036%
2/5/2026 Northwestern Mutual Wealth Management Co.22,229$4.68M0.0%-7.9%0.826%
2/5/2026 USAdvisors Wealth Management LLC22,035$4.64M1.5%+6.5%0.819%
2/5/2026 Thrivent Financial for Lutherans30,885$6.51M0.0%N/A1.148%
2/5/2026 Allworth Financial LP950$200K0.0%+1,297.1%0.035%
2/4/2026 Ameritas Advisory Services LLC1,879$396K0.0%+583.3%0.069%
2/3/2026 Foronjy Financial LLC8,305$1.75M0.7%+29.8%0.306%
2/2/2026 Truist Financial Corp7,474$1.57M0.0%+8.2%0.276%
1/29/2026 Concurrent Investment Advisors LLC2,607$549K0.0%N/A0.096%
1/29/2026 NBC Securities Inc.1,255$264K0.0%-18.7%0.046%
1/26/2026 Private Trust Co. NA1,225$258K0.0%+83.9%0.045%
1/23/2026 RFG Bristol Wealth Advisors LLC42,880$9.03M2.5%+29.2%1.576%
1/22/2026 Compass Planning Associates Inc1,716$361K0.3%-40.7%0.063%
1/20/2026 Roger Wittlin Investment Advisory LLC23,959$5.05M3.5%-39.0%0.881%
1/20/2026 Stratos Wealth Partners LTD.9,429$1.99M0.0%-36.4%0.347%
1/20/2026 Stratos Wealth Advisors LLC50,729$10.69M0.5%+2.2%1.865%
1/15/2026 MOR Wealth Management LLC3,607$760K0.3%N/A0.133%
1/14/2026 Wealthcare Advisory Partners LLC2,001$421K0.0%+2.4%0.074%
1/13/2026 CoreCap Advisors LLC5,377$1.13M0.0%+9.3%0.198%
1/9/2026 Dynamic Advisor Solutions LLC1,363$287K0.0%+4.7%0.050%
1/8/2026 Wealth Enhancement Advisory Services LLC2,183$472K0.0%-21.4%0.081%
1/1/2026 JPMorgan Chase & Co.29,056$5.93M0.0%-0.2%1.096%
11/17/2025 Keystone Financial Group1,883$384K0.0%+7.0%0.071%
11/17/2025 NewEdge Advisors LLC12,292$2.51M0.0%-3.2%0.464%
11/17/2025 Susquehanna International Group LLP6,026$1.23M0.0%+4.9%0.227%
11/17/2025 Northwestern Mutual Wealth Management Co.24,137$4.93M0.0%-5.8%0.911%
11/17/2025 Hilltop Holdings Inc.8,309$1.70M0.1%+13.8%0.314%
11/17/2025 Bank of America Corp DE66,435$13.56M0.0%+2.2%2.507%
11/17/2025 Ameriprise Financial Inc.91,226$18.61M0.0%+18.1%3.442%
11/14/2025 Creative Planning11,059$2.26M0.0%N/A0.417%
11/14/2025 Raymond James Financial Inc.176,603$36.05M0.0%+62.5%6.664%
11/14/2025 Equitable Holdings Inc.6,684$1.36M0.0%-1.7%0.252%
11/13/2025 Pacific Sun Financial Corp990$202K0.1%N/A0.037%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
11/13/2025 Private Advisor Group LLC13,055$2.67M0.0%+59.7%0.493%
11/13/2025 Graney & King LLC34,647$7.07M4.9%+12.5%1.307%
11/12/2025 USAdvisors Wealth Management LLC20,692$4.22M1.4%+13.0%0.781%
11/12/2025 Level Four Advisory Services LLC3,113$635K0.0%+20.5%0.117%
11/10/2025 MAI Capital Management58,972$12.04M0.1%+0.9%2.225%
11/10/2025 Avant Capital LLC1,424$291K0.2%-13.4%0.054%
11/10/2025 Thoroughbred Financial Services LLC9,416$1.92M0.1%-1.4%0.355%
11/7/2025 Wealthcare Advisory Partners LLC1,954$399K0.0%+8.3%0.074%
11/6/2025 Ameritas Advisory Services LLC275$56K0.0%-95.9%0.010%
11/6/2025 Aspire Capital Advisors LLC1,709$349K0.1%-18.7%0.064%


VLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 91 institutional investors and hedge funds held shares of SPDR S&P 1500 Value Tilt ETF. The most heavily invested institutionals were LPL Financial LLC ($85.64M), Raymond James Financial Inc. ($36.05M), Envestnet Asset Management Inc. ($30.14M), Nadler Financial Group Inc. ($26.29M), Osaic Holdings Inc. ($19.28M), Ameriprise Financial Inc. ($18.61M), and Cambridge Investment Research Advisors Inc. ($17.34M).Learn more on SPDR S&P 1500 Value Tilt ETF's institutional investors.

Of the 83 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. ($254.68K), Nadler Financial Group Inc. ($122.27K), Envestnet Asset Management Inc. ($95.43K), LPL Financial LLC ($59.12K), Systelligence LLC ($58.70K), Compass Financial Services Inc ($56.42K), and RFG Bristol Wealth Advisors LLC ($52.38K).

Institutional investors have bought a total of 493,565 shares in the last 24 months. This purchase volume represents approximately $104.44M in transactions.

Of the 34 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: Roger Wittlin Investment Advisory LLC ($18.19K), Royal Bank of Canada ($11.70K), Osaic Holdings Inc. ($10.93K), NewEdge Advisors LLC ($8.67K), Janney Montgomery Scott LLC ($7.70K), Northwestern Mutual Wealth Management Co. ($7.00K), and Ameritas Advisory Services LLC ($6.35K).

Institutional investors have sold a total of 92,810 shares in the last 24 months. This volume of shares sold represents approximately $19.33M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:VLU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel