Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MFS
Mirabella Financial Services’s
State Street SPDR S&P 1500 Value Tilt ETF
VLU
Stock Holding History
Mirabella Financial Services’s Portfolio
VLU Stock Details
VLU Fund Activity
Bought
Maintained
Sold
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-95,000
Closed
-$14.7M
–
728
2022
Q1
$14.7M
Buy
+95,000
New
+$14.5M
1.64%
10
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
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
LWA
LWS Wealth Advisors
Basking Ridge, New Jersey
$266M AUM
12.97%
1-Year Est. Return
SWA
Stratos Wealth Advisors
Beachwood, Ohio
$1.63B AUM
16.33%
1-Year Est. Return
IWM
IHT Wealth Management
Chicago, Illinois
$4.3B AUM
21.02%
1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory
San Francisco, California
$127M AUM
18.93%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close