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Eaton Financial Holdings’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Eaton Financial Holdings’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
Q1 		– Sell
-2,624
Closed -$367K – 70
2022
Q4 		$367K Buy
+2,624
New +$365K 0.31% 49

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Ameriprise
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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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eaton Financial Holdings's VLU Position: Q1 2023 in Review

Eaton Financial Holdings sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2023, closing a stake of 2,624 shares — an estimated $367K sold.

Eaton Financial Holdings first reported a position in VLU in Q4 2022 and held it in 1 quarter. The position peaked at $367K in Q4 2022. 52 funds tracked by Wall St. Rank hold VLU as of Q1 2023.

  • Eaton Financial Holdings reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 2,624 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2023, an estimated $367K.
  • Eaton Financial Holdings first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2022 and held it in 1 quarter.
  • Eaton Financial Holdings's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $367K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2023.

Based on Eaton Financial Holdings's 13F filing for Q1 2023, filed 13 Apr 2023.