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

Byrne Asset 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	-65	Closed	-$9K	–	634
2023 Q1	$9K	Hold	65	–	–	0.01%	403
2022 Q4	$9.09K	Buy	+65	New	+$9.04K	0.01%	381

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 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

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 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

Byrne Asset Management's VLU Position: Q2 2023 in Review

Byrne Asset Management sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2023, closing a stake of 65 shares — an estimated $9K sold.

Byrne Asset Management first reported a position in VLU in Q4 2022 and held it in 2 quarters. The position peaked at $9.09K in Q4 2022. 53 funds tracked by Wall St. Rank hold VLU as of Q2 2023.

Byrne Asset Management reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2023 after selling out during the quarter.
Byrne Asset Management sold 65 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2023, an estimated $9K.
Byrne Asset Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2022 and held it in 2 quarters.
Byrne Asset Management's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $9.09K in Q4 2022.
53 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2023.

Based on Byrne Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.