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SS Spdr S&P 1500 Value Tilt (VLU)

CUSIP: 78464A128 | NYSE | 212 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Nadler Financial Group, Inc.137,235
2.7% of portfolio›$32.8M
Cambridge Investment Research Advisors, Inc.114,988
0.0% of portfolio›$27.5K
Stackstone Wealth, LLC72,513
1.7% of portfolio›$17.3M
RFG - Bristol Wealth Advisors, LLC59,621
3.4% of portfolio›$14.2M
Systelligence, LLC56,696
0.8% of portfolio›$5.1M
Absolute Capital Management, LLC47,599
2.6% of portfolio›$11.4M
ShoreHaven Wealth Partners, LLC28,231
2.1% of portfolio›$6.7M
USAdvisors Wealth Management, LLC22,819
0.0% of portfolio›$5.5K
Commonwealth Equity Services, LLC11,740
0.0% of portfolio›$2.8M
Creative Planning11,466
0.0% of portfolio›$2.7M
Roger Wittlin Investment Advisory, LLC11,222
2.1% of portfolio›$2.7M
Partners Wealth Management, LLC10,124
0.3% of portfolio›$2.4M
Foronjy Financial LLC8,956
0.8% of portfolio›$2.1M
CoreCap Advisors, LLC6,003
0.0% of portfolio›$1.4M
Henderson Brothers Financial Partners, LLC5,530
0.5% of portfolio›$1.3M
Kestra Advisory Services, LLC5,125
0.0% of portfolio›$1.2M
Truist Financial Corp4,879
0.0% of portfolio›$1.2M
Keystone Wealth Services, LLC4,096
0.2% of portfolio›$983.1K
HUB Investment Partners, LLC4,034
0.0% of portfolio›$964.0K
Flagship Wealth Advisors, LLC3,895
0.2% of portfolio›$930.9K
Saxon Interests, Inc.3,515
0.3% of portfolio›$840.0K
Comprehensive Financial Planning, Inc.3,279
0.4% of portfolio›$783.9K
Opulen Financial Group LLC2,989
0.4% of portfolio›$714.4K
Concurrent Investment Advisors, LLC2,948
0.0% of portfolio›$704.6K
Capital Square, LLC2,660
0.3% of portfolio›$635.7K
Wealthcare Advisory Partners LLC2,137
0.0% of portfolio›$510.7K
Compass Planning Associates Inc1,738
0.2% of portfolio›$415.4K
Wealth Enhancement Advisory Services, LLC1,671
0.0% of portfolio›$406.6K
Argyle Capital Partners, LLC1,634
0.2% of portfolio›$390.5K
Flagship Private Wealth, LLC1,454
0.1% of portfolio›$347.5K
AdvisorNet Financial, Inc1,444
0.0% of portfolio›$351.9K
SAX Wealth Advisors, LLC1,417
0.0% of portfolio›$338.6K
Lanark Financial, Inc.1,343
0.0% of portfolio›$321.0K
Private Trust Co NA1,243
0.0% of portfolio›$297.1K
Dynamic Advisor Solutions LLC1,173
0.0% of portfolio›$280.3K
Integrity Wealth Partners, LLC1,104
0.2% of portfolio›$263.9K
Focus Financial Network, Inc.1,071
0.0% of portfolio›$256.0K
Csenge Advisory Group1,055
0.0% of portfolio›$252.2K
Oppenheimer & Co Inc890
0.0% of portfolio›$212.7K
Professional Financial Advisors, LLC872
0.0% of portfolio›$208.4K
Golden State Wealth Management, LLC330
0.0% of portfolio›$78.9K
Signaturefd, LLC300
0.0% of portfolio›$71.7K
TD Waterhouse Canada Inc.276
0.0% of portfolio›$66.1K
Creative Financial Designs Inc210
0.0% of portfolio›$50.2K
Silver Grove Financial Group, Inc.202
0.0% of portfolio›$48.3K
Parkside Financial Bank & Trust140
0.0% of portfolio›$33.4K
RMG Wealth Management LLC134
0.0% of portfolio›$33.1K
Planning Strategies Inc.131
0.0% of portfolio›$31.3K
Harbor Investment Advisory, LLC130
0.0% of portfolio›$31.1K
Citigroup Inc105
0.0% of portfolio›$25.1K
Elevation Wealth Partners, LLC75
0.0% of portfolio›$17.9K
Assetmark, Inc36
0.0% of portfolio›$8.6K
Latitude Advisors, LLC18
0.0% of portfolio›$4.4K
StyleTurnoverLocationFiled
Nadler Financial Group, Inc.
137,235$32.8M2.7%ETFVery LowDeerfield, IL2026-10-23
Cambridge Investment Research Advisors, Inc.
114,988$27.5K0.0%ETFLowFairfield, IA2026-11-02
Stackstone Wealth, LLC
72,513$17.3M1.7%CoreN/ADubuque, IA2026-10-19
RFG - Bristol Wealth Advisors, LLC
59,621$14.2M3.4%ETFLowTaunton, MA2026-10-09
Systelligence, LLC
56,696$5.1M0.8%ETFHighBloomington, MN2026-11-05
Absolute Capital Management, LLC
47,599$11.4M2.6%ETFMediumPittsburgh, PA2026-10-16
ShoreHaven Wealth Partners, LLC
28,231$6.7M2.1%ETFMediumRed Bank, NJ2026-10-16
USAdvisors Wealth Management, LLC
22,819$5.5K0.0%ETFLowEden Prairie, MN2026-10-21
Commonwealth Equity Services, LLC
11,740$2.8M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
11,466$2.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Roger Wittlin Investment Advisory, LLC
11,222$2.7M2.1%ETFLowSan Francisco, CA2026-10-19
Partners Wealth Management, LLC
10,124$2.4M0.3%CoreLowCarmel By The Sea, CA2026-10-28
Foronjy Financial LLC
8,956$2.1M0.8%ETFLowLos Osos, CA2026-10-14
CoreCap Advisors, LLC
6,003$1.4M0.0%ETFMediumSouthfield, MI2026-10-08
Henderson Brothers Financial Partners, LLC
5,530$1.3M0.5%ETFN/APittsburgh, PA2026-11-03
Kestra Advisory Services, LLC
5,125$1.2M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
4,879$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Keystone Wealth Services, LLC
4,096$983.1K0.2%ETFHighPalm Desert, CA2026-11-03
HUB Investment Partners, LLC
4,034$964.0K0.0%GrowthLowAustin, TX2026-11-03
Flagship Wealth Advisors, LLC
3,895$930.9K0.2%ETFLowWakefield, MA2026-11-03
Saxon Interests, Inc.
3,515$840.0K0.3%ETFMediumHouston, TX2026-10-26
Comprehensive Financial Planning, Inc.
3,279$783.9K0.4%Agg GrowthLowEast Petersburg, PA2026-10-27
Opulen Financial Group LLC
2,989$714.4K0.4%ETFVery LowArlington, VA2026-10-22
Concurrent Investment Advisors, LLC
2,948$704.6K0.0%GrowthMediumTampa, FL2026-10-16
Capital Square, LLC
2,660$635.7K0.3%YieldMediumAthens, TN2026-10-19
Wealthcare Advisory Partners LLC
2,137$510.7K0.0%ETFLowWest Chester, PA2026-10-21
Compass Planning Associates Inc
1,738$415.4K0.2%ETFVery LowGreenfield, MA2026-10-13
Wealth Enhancement Advisory Services, LLC
1,671$406.6K0.0%CoreLowPlymouth, MN2026-10-13
Argyle Capital Partners, LLC
1,634$390.5K0.2%CoreLowLos Angeles, CA2026-10-23
Flagship Private Wealth, LLC
1,454$347.5K0.1%ETFLowWoburn, MA2026-11-05
AdvisorNet Financial, Inc
1,444$351.9K0.0%ETFLowMinnetonka, MN2026-10-15
SAX Wealth Advisors, LLC
1,417$338.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Lanark Financial, Inc.
1,343$321.0K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
1,243$297.1K0.0%CoreLowCleveland, OH2026-10-20
Dynamic Advisor Solutions LLC
1,173$280.3K0.0%ETFLowPhoenix, AZ2026-10-13
Integrity Wealth Partners, LLC
1,104$263.9K0.2%ETFN/AWalnut Creek, CA2026-10-14
Focus Financial Network, Inc.
1,071$256.0K0.0%ETFLowMinneapolis, MN2026-10-14
Csenge Advisory Group
1,055$252.2K0.0%ETFMediumClearwater, FL2026-11-04
Oppenheimer & Co Inc
890$212.7K0.0%CoreLowNew York, NY2026-10-26
Professional Financial Advisors, LLC
872$208.4K0.0%ETFMediumNorth Platte, NE2026-10-13
Golden State Wealth Management, LLC
330$78.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Signaturefd, LLC
300$71.7K0.0%IndexLowAtlanta, GA2026-10-23
TD Waterhouse Canada Inc.
276$66.1K0.0%CoreLowToronto, Australia2026-10-16
Creative Financial Designs Inc
210$50.2K0.0%ETFMediumKokomo, IN2026-11-04
Silver Grove Financial Group, Inc.
202$48.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
140$33.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
RMG Wealth Management LLC
134$33.1K0.0%ETFVery HighPlatteville, WI2026-10-26
Planning Strategies Inc.
131$31.3K0.0%ETFN/ALancaster, PA2026-10-02
Harbor Investment Advisory, LLC
130$31.1K0.0%GrowthLowLutherville, MD2026-10-13
Citigroup Inc
105$25.1K0.0%CoreMediumNew York, NY2026-11-04
Elevation Wealth Partners, LLC
75$17.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Assetmark, Inc
36$8.6K0.0%ETFLowConcord, CA2026-10-21
Latitude Advisors, LLC
18$4.4K0.0%ETFLowYorkville, IL2026-10-27