First Allied Advisory Services’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-500	Closed	-$52K	–	1596
2019 Q3	$52K	Buy	+500	New	+$51.9K	﹤0.01%	1347

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

First Allied Advisory Services's VLU Position: Q4 2019 in Review

First Allied Advisory Services sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q4 2019, closing a stake of 500 shares — an estimated $52K sold.

First Allied Advisory Services first reported a position in VLU in Q3 2019 and held it in 1 quarter. The position peaked at $52K in Q3 2019. 17 funds tracked by Wall St. Rank hold VLU as of Q4 2019.

First Allied Advisory Services reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 500 State Street SPDR S&P 1500 Value Tilt ETF shares in Q4 2019, an estimated $52K.
First Allied Advisory Services first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $52K in Q3 2019.
17 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.