Public ownership evidence

State Street SPDR S&P 1500 Value Tilt ETF (VLU) Ownership Disclosures

Read VLU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

State Street SPDR S&P 1500 Value Tilt ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Equitable Holdings, Inc.
Report period
2026-06-30
Available
2026-08-18
Reported shares
4,760
Value (USD)
$1,133,756
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001333986-26-000042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VLU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VLU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Equitable Holdings, Inc.2026-06-302026-08-184,760$1,133,756None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18615$146,000None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-158,173$1,946,789None
COFG Advisors, LLC2026-06-302026-08-151,446$344,433None
Ameritas Advisory Services, LLC2026-06-302026-08-159,598$2,286,312None
Western Wealth Management, LLC2026-06-302026-08-152,137$509,089None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,029$245,076None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,363$3,659,514None
OSAIC HOLDINGS, INC.2026-06-302026-08-1589,651$21,357,305None
GTS SECURITIES LLC2026-06-302026-08-156,268$1,493,081None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,776$1,137,677None
BROWN ADVISORY INC2026-06-302026-08-151,811$431,393None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15181$43,115None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15143,555$34,198,265None
MAI Capital Management2026-06-302026-08-1553,398$12,719,715None
Cerity Partners LLC2026-06-302026-08-15940$223,915None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151,141$271,794None
ROYAL BANK OF CANADA2026-06-302026-08-152,183$520,000None
ROYAL BANK OF CANADA2026-06-302026-08-1517,311$4,124,000None
CITADEL ADVISORS LLC2026-06-302026-08-151,720$409,716None
World Investment Advisors2026-06-302026-08-158,119$1,769,205None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-151,200$285,849None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1539,251$9,349,945None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1564,476$15,358,740None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1547$11,157None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1562,730$14,942,725None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,842$1,629,812None
Henderson Brothers Financial Partners, LLC2026-06-302026-08-142,937$699,613None
Pathstone Holdings, LLC2026-06-302026-08-143,133$746,303None
Capital Square, LLC2026-06-302026-08-142,256$544,072None
Rockefeller Capital Management L.P.2026-06-302026-08-1471$16,913None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14354$84,325None
UBS Group AG2026-06-302026-08-14243$57,884None
UBS Group AG2026-06-302026-08-1455$13,101None
Creative Planning2026-06-302026-08-1411,260$2,682,231None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1468$16,198None
Hilltop Holdings Inc.2026-06-302026-08-14857$203,966None
MORGAN STANLEY2026-06-302026-08-141$249None
MORGAN STANLEY2026-06-302026-08-1465,848$15,685,665None
MORGAN STANLEY2026-06-302026-08-14861$205,096None
FMR LLC2026-06-302026-08-141,811$431,395None
Smartleaf Asset Management LLC2026-06-302026-08-138,053$1,918,664None
Avant Capital LLC2026-06-302026-08-131,431$340,895None
SAXON INTERESTS, INC.2026-06-302026-08-133,515$837,298None
Integrated Wealth Concepts LLC2026-06-302026-08-132,189$521,913None
Cetera Investment Advisers2026-06-302026-08-1327,943$6,656,239None
NewEdge Advisors, LLC2026-06-302026-08-136,417$1,528,571None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1318,266$4,351,139None
StoneX Group Inc.2026-06-302026-08-131,022$242,456None
US BANCORP \DE\2026-06-302026-08-1331$7,384None

90-day public filing window, up to 50 source positions.

Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗SHELTON CAPITAL MANAGEMENT ↗COFG Advisors, LLC ↗Ameritas Advisory Services, LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗GTS SECURITIES LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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