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

Cetera 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
2024
Q1 		$588K Buy
3,355
+926
+38% +$153K ﹤0.01% 1500
2023
Q4 		$389K Buy
+2,429
New +$362K 0.01% 1272

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
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's VLU Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 38% in Q1 2024, buying an estimated $153K and bringing the position to 3,355 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Cetera Advisors first reported a position in VLU in Q4 2023 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold VLU as of Q1 2024.

  • Cetera Advisors held 3,355 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $588K as of Q1 2024.
  • Cetera Advisors bought 926 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2024, an estimated $153K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1500 holding.
  • Cetera Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2023 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.