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Disclosery

VLU SPDR SERIES TRUST

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ST STR SP1500VT (fund)

83 managers (84 13F filers) reported a position in VLU shares at 2025-03-31, 1,566,210 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
83
13F filers
84
New
10
Added
41
Reduced
15
Sold out
6
Shares held by filers
1,566,210

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC377,365$69.4M0.03%+27,45313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,361$17.5M0.04%+27,57813F-HRTimelineGroup
Cambridge Investment Research Advisors,…94,343$17.3M0.06%+7,63813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,232$17M0.01%+14,15613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC83,938$15.5M<0.01%-5,69613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding83,191$15.3M+21,648Timeline
MAI Capital Management61,144$11.2M0.09%-1,29513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,229$10.9M<0.01%+21,37113F-HRTimelineGroup
Compass Financial Services Inc56,417$10.4M5.44%+35913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.47,897$8.8M0.48%+46,36813F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC40,666$7.48M4.37%-5913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40,277$7.4M<0.01%+1,23213F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC35,200$6.47M3.74%+1,00013F-HRTimeline
ShoreHaven Wealth Partners, LLC30,595$5.62M2.69%+2,76813F-HRTimeline
Graney & King, LLC30,001$5.51M4.11%+89513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,775$5.47M<0.01%+1,54713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,566$4.88M<0.01%-21313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.21,340$3.92M0.12%+3,65613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,971$3.49M<0.01%+5,90213F-HRTimeline
USAdvisors Wealth Management, LLC17,275$3.17M1.11%+4,35013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,994$2.94M<0.01%+3,96413F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,132$2.41M0.05%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,490$2.3M0.01%+8,42513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,001$2.02M0.13%+19813F-HRTimeline
Janney Montgomery Scott LLC10,734$1.97M0.01%+1,57513F-HRTimeline
MML INVESTORS SERVICES, LLC10,055$1.85M0.01%+1,47413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,035$1.84M0.14%+24913F-HRTimeline
World Investment Advisors9,172$1.69M0.04%-2,53113F-HRTimeline
Merit Financial Group, LLC8,719$1.6M0.02%+1813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,655$1.59M0.02%+1,83613F-HRTimelineGroup
Private Advisor Group, LLC6,886$1.27M0.01%+2,11513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,878$1.26M0.05%+55413F-HRTimelineGroup
Smartleaf Asset Management LLC6,695$1.22M0.12%+1,84013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,465$1.19M<0.01%-13613F-HRTimelineGroup
Cetera Investment Advisers5,376$988K<0.01%-1,17513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,356$985K0.01%013F-HRTimelineGroup
Keystone Wealth Services, LLC5,133$944K0.26%-26913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,531$833K0.05%+1,45313F-HRTimelineGroup
Atria Wealth Solutions, Inc.4,058$746K0.01%+1,13913F-HRTimeline
CoreCap Advisors, LLC3,988$733K0.03%+46013F-HRTimeline
SAXON INTERESTS, INC.3,778$694K0.32%-5313F-HRTimeline
Comprehensive Financial Planning, Inc./…3,419$629K0.61%+1613F-HRTimeline
Waterloo Capital, L.P.3,248$597K0.06%+98013F-HRTimeline
Western Wealth Management, LLC3,108$571K0.04%-6113F-HRTimeline
Aspire Capital Advisors LLC2,980$548K0.16%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,953$543K<0.01%+1,63213F-HRTimeline
Opulen Financial Group LLC2,923$537K0.49%+713F-HRTimeline
Compass Planning Associates Inc2,868$527K0.53%+1413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,754$506K0.02%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,733$502K<0.01%-2,44313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,630$483K0.02%013F-HRTimeline
NewEdge Advisors, LLC2,594$477K<0.01%+1113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,308$424K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,288$421K<0.01%new13F-HRTimelineGroup
Keystone Financial Group1,701$313K0.03%+3613F-HRTimeline
Argyle Capital Partners, LLC1,658$305K0.26%013F-HRTimeline
FMR LLCin group FMR LLC1,619$298K<0.01%+413F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,611$296K0.01%-713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,570$289K0.01%+11013F-HRTimelineGroup
Flagship Private Wealth, LLC1,454$267K0.13%013F-HRTimeline
Avant Capital LLC1,335$245K0.2%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,200$221K0.07%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,192$219K<0.01%013F-HRTimelineGroup
Professional Financial Advisors, LLC1,124$207K0.05%-3713F-HRTimeline
PRIVATE TRUST CO NA1,035$190K0.02%-4113F-HRTimeline
LANARK FINANCIAL, INC.858$157K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\512$94.1K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV210$38.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…184$33.8K<0.01%013F-HRTimeline
COMERICA BANK158$29K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$27.6K<0.01%013F-HRTimeline
AE Wealth Management LLC150$27.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust137$25.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…117$21.5K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC114$21K<0.01%new13F-HRTimeline
Allworth Financial LP114$20.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc95$17.5K<0.01%+2013F-HRTimeline
Geneos Wealth Management Inc.95$17.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC75$13.8K0.01%013F-HRTimeline
NFSG Corp21$3.86K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$135<0.01%+113F-HRTimelineGroup
SIGNATUREFD, LLC0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.