Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free VLU Stock Alerts

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

$240.95 +1.62 (+0.68%)
As of 07/24/2026 04:10 PM Eastern
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)
$132.25M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$24.43M
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
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%
6/18/2026Western Wealth Management LLC2,520$542K0.0%-7.3%0.084%
6/3/2026NewEdge Advisors LLC7,615$1.64M0.0%+6.7%0.255%
5/19/2026Western Wealth Management LLC2,520$542K0.0%-7.3%0.084%
5/19/2026NewEdge Advisors LLC4,028$866K0.0%-43.6%0.135%
5/19/2026Bank of America Corp DE69,427$14.93M0.0%+3.7%2.322%
5/18/2026Royal Bank of Canada15,640$3.36M0.0%-27.9%0.523%
5/13/2026Cetera Investment Advisers27,283$5.87M0.0%+73.0%0.912%
5/5/2026RFG Bristol Wealth Advisors LLC53,575$11.52M3.1%+24.9%1.792%
5/4/2026Nadler Financial Group Inc.122,270$26.29M2.5%N/A4.089%
5/1/2026Fifth Third Bancorp158$34K0.0%N/A0.005%
4/30/2026Kestra Advisory Services LLC5,404$1.16M0.0%+96.9%0.181%
4/30/2026Money Concepts Capital Corp10,049$2.16M0.1%-1.2%0.337%
4/27/2026Integrity Wealth Partners LLC1,400$301K0.3%N/A0.047%
4/27/2026World Investment Advisors7,986$1.72M0.0%-3.9%0.270%
4/27/2026USAdvisors Wealth Management LLC22,610$4.76M1.6%+2.6%0.764%
4/27/2026Private Advisor Group LLC8,213$1.77M0.0%-30.6%0.277%
4/22/2026Janney 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%
2/18/2026NewEdge Advisors LLC7,139$1.50M0.0%-41.9%0.265%
2/18/2026Argyle Capital Partners LLC1,609$339K0.2%-3.0%0.060%
2/17/2026Cetera Investment Advisers15,766$3.32M0.0%+6.4%0.586%
2/17/2026Hilltop Holdings Inc.6,574$1.39M0.1%-20.9%0.244%
2/17/2026Equitable Holdings Inc.6,775$1.43M0.0%+1.4%0.252%
2/17/2026Osaic Holdings Inc.91,541$19.28M0.0%+20.4%3.403%
2/17/2026Royal Bank of Canada21,704$4.57M0.0%-20.6%0.807%
2/16/2026MML Investors Services LLC16,736$3.53M0.0%+10.4%0.622%
2/13/2026Smartleaf Asset Management LLC11,689$2.48M0.1%-9.8%0.435%
2/13/2026Saxon Interests Inc.3,678$775K0.3%-1.9%0.137%
2/13/2026Wells Fargo & Company MN776$163K0.0%+660.8%0.029%
2/12/2026Jane Street Group LLC4,225$890K0.0%N/A0.157%
2/12/2026Commonwealth Equity Services LLC15,449$3.25M0.0%+6.0%0.574%
2/12/2026Great Valley Advisor Group Inc.2,150$453K0.0%-46.3%0.080%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/12/2026Absolute Capital Management LLC41,309$8.70M3.2%+2.3%1.536%
2/11/2026Janney Montgomery Scott LLC14,391$3.03M0.0%-21.1%0.535%
2/11/2026LPL Financial LLC406,592$85.64M0.0%+8.4%15.115%
2/11/2026JPMorgan 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%
2/10/2026COFG Advisors LLC1,434$302K0.1%N/A0.053%
2/10/2026Waterloo Capital L.P.4,815$1.01M0.1%-19.9%0.179%
2/10/2026Northwestern Mutual Wealth Management Co.20,526$4.32M0.0%-15.0%0.763%
2/10/2026Thoroughbred Financial Services LLC9,727$2.05M0.1%+3.3%0.362%
2/6/2026Global Retirement Partners LLC2,793$588K0.0%-3.2%0.104%
2/6/2026Csenge Advisory Group970$204K0.0%N/A0.036%
2/5/2026Northwestern Mutual Wealth Management Co.22,229$4.68M0.0%-7.9%0.826%
2/5/2026USAdvisors Wealth Management LLC22,035$4.64M1.5%+6.5%0.819%
2/5/2026Thrivent Financial for Lutherans30,885$6.51M0.0%N/A1.148%
2/5/2026Allworth Financial LP950$200K0.0%+1,297.1%0.035%
2/4/2026Ameritas Advisory Services LLC1,879$396K0.0%+583.3%0.069%
2/3/2026 Foronjy Financial LLC8,305$1.75M0.7%+29.8%0.306%
2/2/2026Truist Financial Corp7,474$1.57M0.0%+8.2%0.276%
1/29/2026Concurrent Investment Advisors LLC2,607$549K0.0%N/A0.096%
1/29/2026 NBC Securities Inc.1,255$264K0.0%-18.7%0.046%
1/26/2026Private Trust Co. NA1,225$258K0.0%+83.9%0.045%
1/23/2026RFG Bristol Wealth Advisors LLC42,880$9.03M2.5%+29.2%1.576%
1/22/2026Compass 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%
1/20/2026Stratos Wealth Partners LTD.9,429$1.99M0.0%-36.4%0.347%
1/20/2026Stratos Wealth Advisors LLC50,729$10.69M0.5%+2.2%1.865%
1/15/2026MOR 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%
1/1/2026JPMorgan Chase & Co.29,056$5.93M0.0%-0.2%1.096%
11/17/2025Keystone Financial Group1,883$384K0.0%+7.0%0.071%
11/17/2025NewEdge Advisors LLC12,292$2.51M0.0%-3.2%0.464%
11/17/2025Susquehanna International Group LLP6,026$1.23M0.0%+4.9%0.227%
11/17/2025Northwestern Mutual Wealth Management Co.24,137$4.93M0.0%-5.8%0.911%
11/17/2025Hilltop Holdings Inc.8,309$1.70M0.1%+13.8%0.314%
11/17/2025Bank of America Corp DE66,435$13.56M0.0%+2.2%2.507%
11/17/2025Ameriprise Financial Inc.91,226$18.61M0.0%+18.1%3.442%
11/14/2025Creative Planning11,059$2.26M0.0%N/A0.417%
11/14/2025Raymond James Financial Inc.176,603$36.05M0.0%+62.5%6.664%
11/14/2025Equitable Holdings Inc.6,684$1.36M0.0%-1.7%0.252%
11/13/2025Pacific Sun Financial Corp990$202K0.1%N/A0.037%
11/13/2025Private Advisor Group LLC13,055$2.67M0.0%+59.7%0.493%
11/13/2025Graney & King LLC34,647$7.07M4.9%+12.5%1.307%
11/12/2025USAdvisors Wealth Management LLC20,692$4.22M1.4%+13.0%0.781%
11/12/2025Level Four Advisory Services LLC3,113$635K0.0%+20.5%0.117%
11/10/2025MAI Capital Management58,972$12.04M0.1%+0.9%2.225%
11/10/2025Avant Capital LLC1,424$291K0.2%-13.4%0.054%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
11/10/2025Thoroughbred 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%
11/6/2025Ameritas Advisory Services LLC275$56K0.0%-95.9%0.010%
11/6/2025Aspire Capital Advisors LLC1,709$349K0.1%-18.7%0.064%
11/6/2025Stratos Wealth Partners LTD.14,822$3.03M0.0%+6.2%0.559%
11/6/2025Stratos Wealth Advisors LLC49,647$10.13M0.5%-0.1%1.873%
11/6/2025Western Wealth Management LLC2,714$554K0.0%-13.0%0.102%
11/5/2025Smartleaf Asset Management LLC12,965$2.64M0.2%+60.6%0.489%
11/5/2025Waterloo Capital L.P.6,013$1.23M0.1%+28.5%0.227%
11/5/2025Savant Capital LLC1,037$212K0.0%N/A0.039%


VLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 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), LPL Financial LLC ($126.70K), Nadler Financial Group Inc. ($122.27K), Envestnet Asset Management Inc. ($95.43K), 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 641,956 shares in the last 24 months. This purchase volume represents approximately $132.25M in transactions.

Of the 39 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), Northwestern Mutual Wealth Management Co. ($7.95K), Janney Montgomery Scott LLC ($7.70K), and Compass Financial Services Inc ($7.38K).

Institutional investors have sold a total of 119,366 shares in the last 24 months. This volume of shares sold represents approximately $24.43M in transactions.


Related Companies

This page (NYSEARCA:VLU) was last updated on 7/25/2026 by MarketBeat.com Staff.
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
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
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | 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
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel