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

Lumature Wealth Partners’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 Q2	$22.3K	Buy	+150	New	+$21.4K	0.01%	276

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lumature Wealth Partners's VLU Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2023: 150 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

53 funds tracked by Wall St. Rank hold VLU as of Q2 2023.

Lumature Wealth Partners held 150 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $22.3K as of Q2 2023.
State Street SPDR S&P 1500 Value Tilt ETF was a new Lumature Wealth Partners position in Q2 2023.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #276 holding.
53 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.