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

$250.92 +0.53 (+0.21%)
As of 09:57 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$107.60M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$21.57M
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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
8/13/2026Capital 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%
6/18/2026Western Wealth Management LLC2,520$542K0.0%-7.3%0.084%
6/3/2026 NewEdge Advisors LLC7,615$1.64M0.0%+6.7%0.255%
5/19/2026Western Wealth Management LLC2,520$542K0.0%-7.3%0.084%
5/19/2026 NewEdge Advisors LLC4,028$866K0.0%-43.6%0.135%
5/19/2026Bank 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%
5/13/2026 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%
4/27/2026World 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%
2/17/2026Hilltop 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%
2/16/2026 MML Investors Services LLC16,736$3.53M0.0%+10.4%0.622%
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%
2/13/2026Wells Fargo & Company MN776$163K0.0%+660.8%0.029%
2/12/2026Jane Street Group LLC4,225$890K0.0%N/A0.157%
2/12/2026 Commonwealth Equity Services LLC15,449$3.25M0.0%+6.0%0.574%
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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%
2/10/2026COFG 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%
2/5/2026Thrivent Financial for Lutherans30,885$6.51M0.0%N/A1.148%
2/5/2026 Allworth Financial LP950$200K0.0%+1,297.1%0.035%
2/4/2026Ameritas Advisory Services LLC1,879$396K0.0%+583.3%0.069%
2/3/2026 Foronjy Financial LLC8,305$1.75M0.7%+29.8%0.306%
2/2/2026 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%
11/17/2025Susquehanna 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%
11/17/2025Hilltop 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%
11/13/2025 Pacific Sun Financial Corp990$202K0.1%N/A0.037%
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%
11/10/2025MAI Capital Management58,972$12.04M0.1%+0.9%2.225%
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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%
11/6/2025Ameritas Advisory Services LLC275$56K0.0%-95.9%0.010%
11/6/2025 Aspire Capital Advisors LLC1,709$349K0.1%-18.7%0.064%
11/6/2025 Stratos Wealth Partners LTD.14,822$3.03M0.0%+6.2%0.559%
11/6/2025 Stratos Wealth Advisors LLC49,647$10.13M0.5%-0.1%1.873%
11/6/2025Western Wealth Management LLC2,714$554K0.0%-13.0%0.102%
11/5/2025 Smartleaf Asset Management LLC12,965$2.64M0.2%+60.6%0.489%
11/5/2025 Waterloo Capital L.P.6,013$1.23M0.1%+28.5%0.227%


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), 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 513,118 shares in the last 24 months. This purchase volume represents approximately $107.60M 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 Great Valley Advisor Group Inc. ($6.93K).

Institutional investors have sold a total of 104,503 shares in the last 24 months. This volume of shares sold represents approximately $21.57M 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 8/13/2026. New 13F filings are added each quarter as they're published.
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