Skip to content
Disclosery

VLU SPDR SERIES TRUST

Follow

ST STR SP1500VT (fund)

93 managers (94 13F filers) reported a position in VLU shares at 2025-12-31, 1,857,141 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
93
13F filers
94
New
6
Added
40
Reduced
29
Sold out
6
Shares held by filers
1,857,141

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC406,592$85.6M0.02%+31,66313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,201$33.3M0.01%-18,40213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,497$26.2M0.01%-23,15613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC119,873$25.3M0.01%+28,64713F-HRTimelineGroup
Cambridge Investment Research Advisors,…104,941$22.1M0.06%-1,99013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,541$19.3M0.03%+15,49913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,979$14.1M<0.01%+54413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding60,158$12.7M-4,311Timeline
MAI Capital Management58,802$12.4M0.07%-17013F-HRTimeline
Compass Financial Services Inc49,204$10.4M4.47%+17113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC42,880$9.03M2.52%+9,70213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC41,309$8.7M3.17%+90913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY38,434$8.1M<0.01%+2,49113F-HR/ATimelineGroup
Graney & King, LLC35,103$7.39M4.32%+45613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,885$6.51M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,940$6.1M<0.01%-11613F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC28,830$6.07M2.18%-11913F-HRTimeline
Roger Wittlin Investment Advisory, LLC23,959$5.05M3.53%-15,29313F-HRTimeline
J.W. COLE ADVISORS, INC.23,485$4.95M0.12%+44813F-HRTimeline
USAdvisors Wealth Management, LLC22,035$4.64M1.53%+1,34313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,704$4.57M<0.01%-5,63913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,526$4.32M<0.01%-3,61113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC16,736$3.53M0.01%+1,58313F-HRTimeline
Cetera Investment Advisers15,766$3.32M<0.01%+94613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,449$3.25M<0.01%+87113F-HRTimeline
Janney Montgomery Scott LLC14,391$3.03M0.01%-3,85013F-HRTimeline
Private Advisor Group, LLC11,839$2.49M0.01%-1,21613F-HRTimeline
Smartleaf Asset Management LLC11,689$2.48M0.09%-1,27613F-HRTimeline
Creative Planningin group Creative Planning11,081$2.33M<0.01%+2213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP10,176$2.14M0.12%+1413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,727$2.05M0.12%+31113F-HRTimeline
Merit Financial Group, LLC8,635$1.82M0.01%+1813F-HRTimeline
World Investment Advisors8,314$1.75M0.03%-1513F-HR/ATimeline
FORONJY FINANCIAL LLC8,305$1.75M0.73%+1,90613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,474$1.57M<0.01%+56413F-HRTimelineGroup
NewEdge Advisors, LLC7,139$1.5M0.01%-5,15313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,775$1.43M0.01%+9113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,574$1.38M0.08%-1,73513F-HRTimelineGroup
CoreCap Advisors, LLC5,377$1.13M0.04%+45813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,356$1.13M0.01%013F-HRTimelineGroup
Waterloo Capital, L.P.4,815$1.01M0.07%-1,19813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,225$890K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC4,062$856K0.02%new13F-HRTimeline
SAXON INTERESTS, INC.3,678$775K0.27%-7213F-HRTimeline
MOR Wealth Management, LLC3,607$760K0.35%13F-HRTimeline
Comprehensive Financial Planning, Inc./…3,312$698K0.46%-3013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,133$660K<0.01%-17813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,066$646K0.02%-4713F-HRTimelineGroup
Opulen Financial Group LLC2,951$622K0.45%+1413F-HRTimeline
Global Retirement Partners, LLC2,793$588K0.01%-9313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,744$578K<0.01%+1313F-HRTimelineGroup
Western Wealth Management, LLC2,717$572K0.03%+313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,607$549K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,183$472K<0.01%-59513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,150$453K0.01%-1,85013F-HRTimelineGroup
Keystone Financial Group2,050$432K0.03%+16713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,001$421K0.01%+4713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,879$396K0.01%+1,60413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC1,811$381K<0.01%+61913F-HRTimelineGroup
HighTower Advisors, LLC1,779$375K<0.01%+113F-HRTimeline
Compass Planning Associates Inc1,716$361K0.25%-1,18013F-HRTimeline
Argyle Capital Partners, LLC1,609$339K0.25%-4913F-HRTimeline
Flagship Private Wealth, LLC1,454$306K0.12%013F-HRTimeline
COFG Advisors, LLC1,434$302K0.07%13F-HRTimeline
Avant Capital LLC1,427$301K0.21%+313F-HRTimeline
Dynamic Advisor Solutions LLC1,363$287K0.01%+6113F-HRTimeline
Mariner, LLCin group Mariner, LLC1,314$277K<0.01%+313F-HRTimelineGroup
LANARK FINANCIAL, INC.1,255$264K0.02%-28813F-HRTimeline
PRIVATE TRUST CO NA1,225$258K0.02%+55913F-HRTimeline
Pacific Sun Financial Corp990$209K0.1%013F-HRTimeline
Csenge Advisory Group970$204K0.01%new13F-HRTimeline
Allworth Financial LP950$200K<0.01%+88213F-HRTimeline
FMR LLCin group FMR LLC927$195K<0.01%-58413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN776$163K<0.01%+67413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.296$62.3K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC276$58K0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV210$44.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc210$44.2K<0.01%+10313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…193$40.6K<0.01%+1213F-HRTimelineGroup
Steward Partners Investment Advisory, L…184$38.8K<0.01%013F-HRTimeline
COMERICA BANK158$33.3K<0.01%013F-HRTimeline
AE Wealth Management LLC150$31.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust138$29.2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC130$27.4K<0.01%-2013F-HRTimeline
Sound Income Strategies, LLC114$24.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC108$22.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.95$20K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC75$15.8K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC57$12K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\51$10.7K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36$7.58K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.6$1.26K<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.