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Advisor Resource Council’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Advisor Resource Council’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
2022
Q1 		– Sell
-1,374
Closed -$214K – 544
2021
Q4 		$214K Buy
+1,374
New +$209K 0.02% 541

Other funds holding VLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

Advisor Resource Council's VLU Position: Q1 2022 in Review

Advisor Resource Council sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2022, closing a stake of 1,374 shares — an estimated $214K sold.

Advisor Resource Council first reported a position in VLU in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 54 funds tracked by Wall St. Rank hold VLU as of Q1 2022.

  • Advisor Resource Council reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor Resource Council sold 1,374 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2022, an estimated $214K.
  • Advisor Resource Council first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2021 and held it in 1 quarter.
  • Advisor Resource Council's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $214K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.