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

Cetera Advisor Networks’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 Q2	–	Sell	-6,713	Closed	-$1.04M	–	2210
2022 Q1	$1.04M	Sell	6,713 -18	-0.3%	-$2.75K	0.01%	889
2021 Q4	$1.05M	Sell	6,731 -1,066	-14%	-$162K	0.01%	884
2021 Q3	$1.13M	Buy	7,797 +603	+8%	+$88.9K	0.02%	792
2021 Q2	$1.05M	Buy	7,194 +2,658	+59%	+$387K	0.01%	806
2021 Q1	$629K	Buy	+4,536	New	+$599K	0.01%	768

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

IWM

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

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Advisor Networks's VLU Position: Q2 2022 in Review

Cetera Advisor Networks sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2022, closing a stake of 6,713 shares — an estimated $1.04M sold.

Cetera Advisor Networks first reported a position in VLU in Q1 2021 and held it in 5 quarters. The position peaked at $1.13M in Q3 2021. 51 funds tracked by Wall St. Rank hold VLU as of Q2 2022.

Cetera Advisor Networks reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2022 after selling out during the quarter.
Cetera Advisor Networks sold 6,713 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2022, an estimated $1.04M.
Cetera Advisor Networks first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2021 and held it in 5 quarters.
Cetera Advisor Networks's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $1.13M in Q3 2021.
51 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2022.

Based on Cetera Advisor Networks's 13F filing for Q2 2022, filed 11 Aug 2022.