American Portfolios Advisors’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

American Portfolios Advisors’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 Q3	$1.18M	Sell	9,365 -144	-2%	-$20.1K	0.05%	380
2022 Q2	$1.27M	Buy	9,509 +857	+10%	+$125K	0.05%	362
2022 Q1	$1.34M	Buy	8,652 +5,983	+224%	+$916K	0.05%	393
2021 Q4	$416K	Buy	2,669 +1,943	+268%	+$295K	0.01%	830
2021 Q3	$105K	Buy	726 +413	+132%	+$60.9K	﹤0.01%	1434
2021 Q2	$45.9K	Buy	+313	New	+$45.6K	﹤0.01%	1767

Other funds holding VLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

American Portfolios Advisors's VLU Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 1.5% in Q3 2022, selling an estimated $20.1K and leaving 9,365 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #380.

American Portfolios Advisors first reported a position in VLU in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2022. 46 funds tracked by Wall St. Rank hold VLU as of Q3 2022.

American Portfolios Advisors held 9,365 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $1.18M as of Q3 2022.
American Portfolios Advisors sold 144 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2022, an estimated $20.1K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #380 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $1.34M in Q1 2022.
46 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.