VLU Institutional Ownership
State Street SPDR S&P 1500 Value Tilt ETF
1W: -0.7%
1M: -2.8%
3M: +0.3%
YTD: +13.7%
1Y: +17.9%
3Y: +74.1%
5Y: +78.2%
$241.09
+1.51 (+0.63%)
Weekly Expected Move ±1.3%
$235
$238
$241
$244
$247
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — VLU
124
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
498M
Total Invested
20
New Positions
47
Increased
37
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (128 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 425,520 | 103M | -195 | -0.0% | 36Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 143,736 | 35M | +277 | +0.2% | 16Q | SEC ↗ |
| 3 | Nadler Financial Group, Inc. | 131,660 | 32M | +9,390 | +7.7% | 2Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 112,828 | 27M | -147 | -0.1% | 19Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 106,043 | 26M | +8,456 | +8.7% | 26Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 104,466 | 25M | -1,430 | -1.4% | 21Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 103,727 | 25M | +4,677 | +4.7% | 7Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 69,572 | 17M | +145 | +0.2% | 15Q | SEC ↗ |
| 9 | MORGAN STANLEY | 66,710 | 16M | +10,994 | +19.7% | 51Q | SEC ↗ |
| 10 | Systelligence, LLC | 61,831 | 15M | +3,134 | +5.3% | 2Q | SEC ↗ |
| 11 | RFG - Bristol Wealth Advisors, LLC | 56,553 | 14M | +2,978 | +5.6% | 6Q | SEC ↗ |
| 12 | MAI Capital Management | 53,398 | 13M | -4,426 | -7.7% | 7Q | SEC ↗ |
| 13 | Compass Financial Services Inc | 48,951 | 12M | +1,796 | +3.8% | 7Q | SEC ↗ |
| 14 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 47,453 | 11M | +403 | +0.9% | 11Q | SEC ↗ |
| 15 | Graney & King, LLC | 37,868 | 9M | +1,560 | +4.3% | 7Q | SEC ↗ |
| 16 | Stratos Wealth Advisors, LLC | 32,485 | 8M | -136 | -0.4% | 18Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 31,017 | 7M | +456 | +1.5% | 12Q | SEC ↗ |
| 18 | ShoreHaven Wealth Partners, LLC | 29,028 | 7M | -173 | -0.6% | 12Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 27,943 | 7M | +660 | +2.4% | 13Q | SEC ↗ |
| 20 | J.W. COLE ADVISORS, INC. | 24,862 | 6M | +92 | +0.4% | 19Q | SEC ↗ |
| 21 | USAdvisors Wealth Management, LLC | 22,049 | 5M | -561 | -2.5% | 7Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 19,494 | 5M | +3,854 | +24.6% | 15Q | SEC ↗ |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 18,266 | 4M | -2,583 | -12.4% | 17Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 17,669 | 4M | +3,314 | +23.1% | 7Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 17,377 | 4M | +9,164 | +111.6% | 8Q | SEC ↗ |
| 26 | Roger Wittlin Investment Advisory, LLC | 12,976 | 3M | -8,368 | -39.2% | 15Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 12,298 | 3M | -1,357 | -9.9% | 21Q | SEC ↗ |
| 28 | Janney Montgomery Scott LLC | 12,240 | 3M | +1,700 | +16.1% | 8Q | SEC ↗ |
| 29 | THOROUGHBRED FINANCIAL SERVICES, LLC | 11,848 | 3M | +1,961 | +19.8% | 11Q | SEC ↗ |
| 30 | Creative Planning | 11,260 | 3M | -202 | -1.8% | 4Q | SEC ↗ |
| 31 | Stratos Wealth Partners, LTD. | 10,895 | 3M | +1,030 | +10.4% | 5Q | SEC ↗ |
| 32 | MONEY CONCEPTS CAPITAL CORP | 9,739 | 2M | -310 | -3.1% | 15Q | SEC ↗ |
| 33 | Ameritas Advisory Services, LLC | 9,598 | 2M | +7,520 | +361.9% | 11Q | SEC ↗ |
| 34 | RAFFA WEALTH MANAGEMENT, LLC | 9,251 | 2M | +8,974 | +3239.7% | 4Q | SEC ↗ |
| 35 | FORONJY FINANCIAL LLC | 8,755 | 2M | -4 | -0.0% | 5Q | SEC ↗ |
| 36 | Merit Financial Group, LLC | 8,377 | 2M | -274 | -3.2% | 16Q | SEC ↗ |
| 37 | SHELTON CAPITAL MANAGEMENT | 8,173 | 2M | +939 | +13.0% | 2Q | SEC ↗ |
| 38 | World Investment Advisors | 8,119 | 2M | +133 | +1.7% | 10Q | SEC ↗ |
| 39 | Smartleaf Asset Management LLC | 8,053 | 2M | — | +0.0% | 8Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 6,417 | 2M | -1,198 | -15.7% | 11Q | SEC ↗ |
| 41 | GTS SECURITIES LLC | 6,268 | 2M | -1 | -0.0% | 2Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 6,216 | 1M | -947 | -13.2% | 20Q | SEC ↗ |
| 43 | CoreCap Advisors, LLC | 5,806 | 1M | +174 | +3.1% | 13Q | SEC ↗ |
| 44 | STEPHENS INC /AR | 5,141 | 1M | -215 | -4.0% | 16Q | SEC ↗ |
| 45 | Aspire Capital Advisors LLC | 5,028 | 1M | +3,545 | +239.0% | 2Q | SEC ↗ |
| 46 | PNC Financial Services Group, Inc. NEW | 4,795 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,776 | 1M | +3,025 | +172.8% | 2Q | SEC ↗ |
| 48 | Equitable Holdings, Inc. | 4,760 | 1M | -1,479 | -23.7% | 20Q | SEC ↗ |
| 49 | HighPoint Advisor Group LLC | 4,603 | 1M | +422 | +10.1% | 3Q | SEC ↗ |
| 50 | Global Retirement Partners, LLC NEW | 4,248 | 1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PNC Financial Services Group, Inc. | 4,795 | 1M |
| Global Retirement Partners, LLC | 4,248 | 1M |
| HUB Investment Partners, LLC | 3,506 | 845K |
| CITADEL ADVISORS LLC | 1,720 | 415K |
| Savant Capital, LLC | 1,705 | 411K |
| SAX WEALTH ADVISORS, LLC | 1,417 | 342K |
| Integrity Wealth Partners, LLC | 1,400 | 338K |
| FLAGSHIP WEALTH ADVISORS, LLC | 1,242 | 299K |
| TWO SIGMA INVESTMENTS, LP | 1,200 | 289K |
| AQR CAPITAL MANAGEMENT LLC | 1,141 | 275K |
| StoneX Group Inc. | 1,022 | 246K |
| Focus Financial Network, Inc. | 990 | 239K |
| Professional Financial Advisors, LL | 870 | 210K |
| Hilltop Holdings Inc. | 857 | 207K |
| OPPENHEIMER & CO INC | 851 | 205K |
| Arax Advisory Partners | 650 | 157K |
| CENTAURUS FINANCIAL, INC. | 615 | 148K |
| Golden State Wealth Management, LLC | 566 | 136K |
| MERCER GLOBAL ADVISORS INC /ADV | 248 | 60K |
| Planning Strategies Inc. | 131 | 32K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 30,885 | 7M |
| Independent Advisor Alliance | 7,621 | 2M |
| JANE STREET GROUP, LLC | 4,225 | 1M |
| Elevation Advisory Partners LLC | 2,330 | 562K |
| Mariner, LLC | 1,314 | 317K |
| AE Wealth Management LLC | 150 | 36K |
| Sound Income Strategies, LLC | 114 | 27K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +10,994 | +19.7% | 66,710 |
| Nadler Financial Group, Inc. | +9,390 | +7.7% | 131,660 |
| Private Advisor Group, LLC | +9,164 | +111.6% | 17,377 |
| RAFFA WEALTH MANAGEMENT, LLC | +8,974 | +3239.7% | 9,251 |
| OSAIC HOLDINGS, INC. | +8,456 | +8.7% | 106,043 |
| Ameritas Advisory Services, LLC | +7,520 | +361.9% | 9,598 |
| RAYMOND JAMES FINANCIAL INC | +4,677 | +4.7% | 103,727 |
| ROYAL BANK OF CANADA | +3,854 | +24.6% | 19,494 |
| Aspire Capital Advisors LLC | +3,545 | +239.0% | 5,028 |
| MML INVESTORS SERVICES, LLC | +3,314 | +23.1% | 17,669 |
| Systelligence, LLC | +3,134 | +5.3% | 61,831 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,025 | +172.8% | 4,776 |
| RFG - Bristol Wealth Advisors, LLC | +2,978 | +5.6% | 56,553 |
| THOROUGHBRED FINANCIAL SERVICES, LL | +1,961 | +19.8% | 11,848 |
| Compass Financial Services Inc | +1,796 | +3.8% | 48,951 |
| Janney Montgomery Scott LLC | +1,700 | +16.1% | 12,240 |
| Graney & King, LLC | +1,560 | +4.3% | 37,868 |
| Stratos Wealth Partners, LTD. | +1,030 | +10.4% | 10,895 |
| SHELTON CAPITAL MANAGEMENT | +939 | +13.0% | 8,173 |
| FMR LLC | +882 | +94.9% | 1,811 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Roger Wittlin Investment Advisory, | -8,368 | -39.2% | 12,976 |
| MAI Capital Management | -4,426 | -7.7% | 53,398 |
| Kestra Advisory Services, LLC | -2,639 | -48.8% | 2,765 |
| GREAT VALLEY ADVISOR GROUP, INC. | -2,638 | -58.0% | 1,910 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -2,583 | -12.4% | 18,266 |
| Henderson Brothers Financial Partne | -2,109 | -41.8% | 2,937 |
| Equitable Holdings, Inc. | -1,479 | -23.7% | 4,760 |
| ENVESTNET ASSET MANAGEMENT INC | -1,430 | -1.4% | 104,466 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,357 | -9.9% | 12,298 |
| NewEdge Advisors, LLC | -1,198 | -15.7% | 6,417 |
| TRUIST FINANCIAL CORP | -947 | -13.2% | 6,216 |
| WELLS FARGO & COMPANY/MN | -643 | -93.2% | 47 |
| USAdvisors Wealth Management, LLC | -561 | -2.5% | 22,049 |
| Western Wealth Management, LLC | -383 | -15.2% | 2,137 |
| MONEY CONCEPTS CAPITAL CORP | -310 | -3.1% | 9,739 |
| Merit Financial Group, LLC | -274 | -3.2% | 8,377 |
| Keystone Wealth Services, LLC | -229 | -5.2% | 4,161 |
| STEPHENS INC /AR | -215 | -4.0% | 5,141 |
| Creative Planning | -202 | -1.8% | 11,260 |
| LPL Financial LLC | -195 | -0.0% | 425,520 |