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

Evoke 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
2023 Q4	–	Sell	-33,591	Closed	-$4.86M	–	350
2023 Q3	$4.86M	Buy	+33,591	New	+$5.04M	0.17%	67

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Evoke Wealth's VLU Position: Q4 2023 in Review

Evoke Wealth sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q4 2023, closing a stake of 33,591 shares — an estimated $4.86M sold.

Evoke Wealth first reported a position in VLU in Q3 2023 and held it in 1 quarter. The position peaked at $4.86M in Q3 2023. 59 funds tracked by Wall St. Rank hold VLU as of Q4 2023.

Evoke Wealth reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q4 2023 after selling out during the quarter.
Evoke Wealth sold 33,591 State Street SPDR S&P 1500 Value Tilt ETF shares in Q4 2023, an estimated $4.86M.
Evoke Wealth first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2023 and held it in 1 quarter.
Evoke Wealth's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $4.86M in Q3 2023.
59 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.