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Accel Wealth Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Accel Wealth Management’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-48
Closed -$6.82K – 844
2023
Q1 		$6.82K Buy
+48
New +$6.89K ﹤0.01% 968

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Accel Wealth Management's VLU Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2023, closing a stake of 48 shares — an estimated $6.82K sold.

Accel Wealth Management first reported a position in VLU in Q1 2023 and held it in 1 quarter. The position peaked at $6.82K in Q1 2023. 53 funds tracked by Wall St. Rank hold VLU as of Q2 2023.

  • Accel Wealth Management reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 48 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2023, an estimated $6.82K.
  • Accel Wealth Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2023 and held it in 1 quarter.
  • Accel Wealth Management's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $6.82K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.