Ladenburg Thalmann Financial Services’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Ladenburg Thalmann Financial 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	$39K	Hold	341	–	–	﹤0.01%	3698
2019 Q3	$36K	Hold	341	–	–	﹤0.01%	3665
2019 Q2	$36K	Hold	341	–	–	﹤0.01%	3677
2019 Q1	$34K	Hold	341	–	–	﹤0.01%	3670
2018 Q4	$31K	Buy	+341	New	+$34.2K	﹤0.01%	3598

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

Ladenburg Thalmann Financial Services's VLU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q4 2019 at 341 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Ladenburg Thalmann Financial Services first reported a position in VLU in Q4 2018 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold VLU as of Q4 2019.

Ladenburg Thalmann Financial Services held 341 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $39K as of Q4 2019.
Ladenburg Thalmann Financial Services left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q4 2019.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3698 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2018 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.