Laurel Wealth Advisors (California)’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Laurel Wealth Advisors (California)’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
2020 Q2	–	Sell	-2,524	Closed	-$208K	–	398
2020 Q1	$208K	Sell	2,524 -542	-18%	-$56K	0.05%	347
2019 Q4	$347K	Buy	3,066 +17	+0.6%	+$1.85K	0.06%	317
2019 Q3	$320K	Buy	3,049 +16	+0.5%	+$1.66K	0.05%	328
2019 Q2	$315K	Sell	3,033 -379	-11%	-$38.9K	0.07%	291
2019 Q1	$346K	Buy	3,412 +18	+0.5%	+$1.79K	0.09%	262
2018 Q4	$311K	Buy	+3,394	New	+$340K	0.09%	246

Other funds holding VLU

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFA

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s VLU Position: Q2 2020 in Review

Laurel Wealth Advisors (California) sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2020, closing a stake of 2,524 shares — an estimated $208K sold.

Laurel Wealth Advisors (California) first reported a position in VLU in Q4 2018 and held it in 6 quarters. The position peaked at $347K in Q4 2019. 17 funds tracked by Wall St. Rank hold VLU as of Q2 2020.

Laurel Wealth Advisors (California) reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,524 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2020, an estimated $208K.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2018 and held it in 6 quarters.
Laurel Wealth Advisors (California)'s State Street SPDR S&P 1500 Value Tilt ETF position peaked at $347K in Q4 2019.
17 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2020, filed 14 Aug 2020.