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

Bison Wealth’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 		– Sell
-75
Closed -$10K – 361
2022
Q2 		$10K Buy
+75
New +$10.9K 0.01% 286

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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bison Wealth's VLU Position: Q3 2022 in Review

Bison Wealth sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2022, closing a stake of 75 shares — an estimated $10K sold.

Bison Wealth first reported a position in VLU in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 46 funds tracked by Wall St. Rank hold VLU as of Q3 2022.

  • Bison Wealth reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 75 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2022, an estimated $10K.
  • Bison Wealth first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2022 and held it in 1 quarter.
  • Bison Wealth's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $10K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.