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Disclosery

VLU SPDR SERIES TRUST

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ST STR SP1500VT (fund)

89 managers (90 13F filers) reported a position in VLU shares at 2025-06-30, 1,776,092 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
89
13F filers
90
New
7
Added
34
Reduced
27
Sold out
3
Shares held by filers
1,776,092

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC430,857$82.8M0.03%+53,49213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding133,382$25.6M+50,191Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,649$20.9M0.01%+16,41713F-HRTimelineGroup
Cambridge Investment Research Advisors,…98,857$19M0.06%+4,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,434$16.2M0.03%-10,92713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,268$14.9M<0.01%-6,67013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/64,998$12.5M<0.01%+5,76913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding63,666$12.2M+15,769Timeline
MAI Capital Management58,434$11.2M0.08%-2,71013F-HRTimeline
Compass Financial Services Inc50,427$9.69M4.69%-5,99013F-HRTimeline
Roger Wittlin Investment Advisory, LLC42,147$8.1M4.51%+1,48113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY36,600$7.03M<0.01%-3,67713F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC35,200$6.76M3.4%013F-HRTimeline
Graney & King, LLC30,785$5.92M3.97%+78413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,104$5.59M<0.01%-67113F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC29,008$5.57M2.28%-1,58713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC26,323$5.06M1.57%+25,12313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,614$4.92M<0.01%-95213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,516$4.13M<0.01%+5,52213F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.21,096$4.05M0.09%-24413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,592$3.77M<0.01%+62113F-HRTimeline
USAdvisors Wealth Management, LLC18,307$3.52M1.31%+1,03213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,966$3.07M0.01%new13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC15,678$3.01M0.01%+5,62313F-HRTimeline
Janney Montgomery Scott LLC15,316$2.94M0.01%+4,58213F-HRTimeline
NewEdge Advisors, LLC12,696$2.44M0.01%+10,10213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,706$1.86M0.12%-32913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,626$1.85M0.01%-2,86413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,547$1.83M0.13%-1,45413F-HRTimeline
Merit Financial Group, LLC8,599$1.65M0.02%-12013F-HRTimeline
World Investment Advisors8,335$1.6M0.04%-83713F-HRTimeline
Private Advisor Group, LLC8,177$1.57M0.01%+1,29113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,049$1.55M0.03%-5,08313F-HRTimelineGroup
Smartleaf Asset Management LLC8,072$1.54M0.14%+1,37713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,302$1.4M0.09%+2,77113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,231$1.39M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,798$1.31M0.01%-1,85713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,695$1.29M<0.01%+23013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,628$1.27M0.07%-25013F-HRTimelineGroup
FORONJY FINANCIAL LLC6,142$1.18M0.55%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,746$1.1M<0.01%+3,45813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,693$1.09M0.01%+2,96013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,356$1.03M0.01%013F-HRTimelineGroup
Cetera Investment Advisers5,221$1M<0.01%-15513F-HRTimeline
Keystone Wealth Services, LLC4,838$930K0.22%-29513F-HRTimeline
Waterloo Capital, L.P.4,681$899K0.07%+1,43313F-HRTimeline
Atria Wealth Solutions, Inc.4,540$872K0.02%+48213F-HRTimeline
CoreCap Advisors, LLC4,490$863K0.03%+50213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,098$787K<0.01%+1,79013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,838$737K0.02%new13F-HRTimelineGroup
SAXON INTERESTS, INC.3,778$694K0.32%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,462$665K0.03%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…3,327$639K0.5%-9213F-HRTimeline
Western Wealth Management, LLC3,120$599K0.04%+1213F-HRTimeline
Global Retirement Partners, LLC2,945$566K0.01%13F-HRTimeline
Opulen Financial Group LLC2,924$562K0.46%+113F-HRTimeline
Compass Planning Associates Inc2,882$554K0.51%+1413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,735$536K<0.01%-21813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,630$505K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,583$496K0.02%-17113F-HRTimelineGroup
Aspire Capital Advisors LLC2,103$404K0.11%-87713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,804$347K0.01%+23413F-HRTimelineGroup
Keystone Financial Group1,760$338K0.03%+5913F-HRTimeline
Argyle Capital Partners, LLC1,658$319K0.26%013F-HRTimeline
Avant Capital LLC1,644$316K0.24%+30913F-HRTimeline
Dynamic Advisor Solutions LLC1,515$291K0.01%-9613F-HRTimeline
FMR LLCin group FMR LLC1,490$286K<0.01%-12913F-HRTimelineGroup
Flagship Private Wealth, LLC1,454$279K0.12%013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC1,309$251K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,229$236K0.02%+37113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,192$229K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,032$198K0.02%-313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\512$98.4K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV210$40.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…184$35.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…180$34.7K<0.01%+6313F-HRTimelineGroup
COMERICA BANK158$30.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$28.8K<0.01%013F-HRTimeline
AE Wealth Management LLC150$28.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust137$26.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC114$21.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc100$19.2K<0.01%+513F-HRTimeline
Geneos Wealth Management Inc.95$18.3K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC75$14.4K0.01%013F-HRTimeline
Allworth Financial LP68$13.1K<0.01%-4613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC54$10.4K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$138<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.