Global Retirement Partners’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$589K Sell
2025
Q2
$566K Buy
2024
Q4
$303K Buy
2024
Q3
$247K Buy
2024
Q2
$230K Buy
2024
Q1
$234K Buy
2023
Q4
$186K Buy
2023
Q3
$167K Buy
2023
Q2
$174K Buy
2023
Q1
$163K Buy
2022
Q4
$19.2K Hold
2022
Q3
$19K Hold
2022
Q2
$18K Hold
2022
Q1
$19K Buy