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Disclosery

VLU SPDR SERIES TRUST

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ST STR SP1500VT (fund)

81 managers (81 13F filers) reported a position in VLU shares at 2024-12-31, 1,370,055 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
81
13F filers
81
New
7
Added
31
Reduced
21
Sold out
4
Shares held by filers
1,370,055

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC349,912$64.4M0.03%-2,56613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC89,634$16.5M<0.01%-147,10413F-HRTimelineGroup
Cambridge Investment Research Advisors,…86,705$16M0.05%+33,74813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,076$14.4M0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,783$12.5M0.03%+12,31013F-HR/ATimelineGroup
MAI Capital Management62,439$11.5M0.09%-1,46013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,543$11.3M<0.01%+9,32413F-HRTimelineGroup
Compass Financial Services Inc56,058$10.3M5.84%13F-HRTimeline
Roger Wittlin Investment Advisory, LLC40,725$7.5M4.2%+22713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY39,045$7.19M<0.01%+2,47113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,858$6.97M<0.01%+2,09413F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC34,200$6.29M3.48%+2,70013F-HRTimeline
Graney & King, LLC29,106$5.36M4.05%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,228$5.2M<0.01%-31313F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC27,827$5.12M2.42%-29413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,779$4.93M<0.01%+86713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,684$3.25M0.13%+19913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,369$2.83M0.01%+78413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,069$2.4M<0.01%-1,66913F-HRTimeline
USAdvisors Wealth Management, LLC12,925$2.38M0.77%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,030$2.21M<0.01%-45413F-HRTimelineGroup
World Investment Advisors11,703$2.15M0.06%+1,03113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,803$1.99M0.12%-10713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,786$1.8M0.13%-41113F-HRTimeline
Janney Montgomery Scott LLC9,159$1.69M<0.01%-36613F-HRTimeline
Merit Financial Group, LLC8,701$1.6M0.03%+60713F-HRTimeline
MML INVESTORS SERVICES, LLC8,581$1.58M0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,819$1.26M0.01%+87713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,601$1.21M<0.01%+9713F-HRTimelineGroup
Cetera Investment Advisers6,551$1.21M<0.01%+43713F-HRTimeline
Independent Advisor Alliance6,486$1.19M0.02%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,324$1.16M0.04%+41013F-HRTimelineGroup
Keystone Wealth Services, LLC5,402$994K0.26%-8613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,356$986K0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,176$953K0.01%+2,71813F-HRTimelineGroup
Integrated Wealth Concepts LLC4,869$896K0.01%-8013F-HRTimeline
Smartleaf Asset Management LLC4,855$894K0.09%+20513F-HRTimeline
Private Advisor Group, LLC4,771$878K<0.01%+19213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,065$748K<0.01%+2,26313F-HRTimeline
SAXON INTERESTS, INC.3,831$705K0.31%-9913F-HRTimeline
CoreCap Advisors, LLC3,528$649K0.03%+30613F-HRTimeline
Comprehensive Financial Planning, Inc./…3,403$626K0.53%13F-HRTimeline
Western Wealth Management, LLC3,169$583K0.04%+1213F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,078$566K0.04%+213F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,919$537K0.01%+66713F-HRTimeline
Opulen Financial Group LLC2,916$537K0.49%13F-HRTimeline
Compass Planning Associates Inc2,854$525K0.53%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,754$507K0.02%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,630$484K0.02%013F-HRTimeline
NewEdge Advisors, LLC2,583$475K<0.01%-35213F-HRTimeline
Waterloo Capital, L.P.2,268$417K0.04%-32313F-HRTimeline
Keystone Financial Group1,665$306K0.03%+8913F-HRTimeline
Argyle Capital Partners, LLC1,658$305K0.26%13F-HRTimeline
Global Retirement Partners, LLC1,646$303K0.01%+30613F-HRTimeline
Dynamic Advisor Solutions LLC1,618$298K0.01%-12813F-HRTimeline
FMR LLCin group FMR LLC1,615$297K<0.01%+80913F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.1,529$281K0.01%+813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,460$269K0.01%new13F-HRTimelineGroup
Flagship Private Wealth, LLC1,454$268K0.13%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,321$243K<0.01%-60713F-HR/ATimeline
Capital Market Strategies LLC1,197$220K0.13%+213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,192$219K<0.01%013F-HRTimelineGroup
Professional Financial Advisors, LLC1,161$214K0.05%-3813F-HRTimeline
PRIVATE TRUST CO NA1,076$198K0.02%-3913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…531$97.7K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\512$94.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV210$38.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…184$33.9K<0.01%-1613F-HRTimeline
COMERICA BANK158$29.1K<0.01%new13F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC150$27.6K<0.01%013F-HRTimeline
AE Wealth Management LLC150$27.6K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust137$25.1K<0.01%013F-HRTimeline
Allworth Financial LP114$21.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…104$19.8K<0.01%+3613F-HRTimeline
Geneos Wealth Management Inc.95$17.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc75$13.8K<0.01%+513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC75$13.8K0.01%013F-HRTimeline
NFSG Corp21$3.87K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG11$2.02K<0.01%-4,60613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$50<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
SIGNATUREFD, LLC0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.