McIlrath & Eck’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

McIlrath & Eck’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
2024 Q2	–	Sell	-89	Closed	-$15.6K	–	993
2024 Q1	$15.6K	Buy	+89	New	+$14.7K	﹤0.01%	515

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

McIlrath & Eck's VLU Position: Q2 2024 in Review

McIlrath & Eck sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2024, closing a stake of 89 shares — an estimated $15.6K sold.

McIlrath & Eck first reported a position in VLU in Q1 2024 and held it in 1 quarter. The position peaked at $15.6K in Q1 2024. 64 funds tracked by Wall St. Rank hold VLU as of Q2 2024.

McIlrath & Eck reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2024 after selling out during the quarter.
McIlrath & Eck sold 89 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2024, an estimated $15.6K.
McIlrath & Eck first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2024 and held it in 1 quarter.
McIlrath & Eck's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $15.6K in Q1 2024.
64 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2024.

Based on McIlrath & Eck's 13F filing for Q2 2024, filed 14 Aug 2024.