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

Founders Financial Alliance’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	-184	Closed	-$25.7K	–	489
2022 Q4	$25.7K	Sell	184 -220	-54%	-$30.6K	0.01%	379
2022 Q3	$51K	Hold	404	–	–	0.03%	315
2022 Q2	$54K	Buy	+404	New	+$58.7K	0.03%	325

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Founders Financial Alliance's VLU Position: Q1 2023 in Review

Founders Financial Alliance sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2023, closing a stake of 184 shares — an estimated $25.7K sold.

Founders Financial Alliance first reported a position in VLU in Q2 2022 and held it in 3 quarters. The position peaked at $54K in Q2 2022. 52 funds tracked by Wall St. Rank hold VLU as of Q1 2023.

Founders Financial Alliance reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2023 after selling out during the quarter.
Founders Financial Alliance sold 184 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2023, an estimated $25.7K.
Founders Financial Alliance first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2022 and held it in 3 quarters.
Founders Financial Alliance's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $54K in Q2 2022.
52 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2023.

Based on Founders Financial Alliance's 13F filing for Q1 2023, filed 15 May 2023.