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

Tidemark’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 Q1	–	Sell	-57	Closed	-$9.14K	–	733
2023 Q4	$9.14K	Buy	+57	New	+$8.49K	0.01%	437

Other funds holding VLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tidemark's VLU Position: Q1 2024 in Review

Tidemark sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2024, closing a stake of 57 shares — an estimated $9.14K sold.

Tidemark first reported a position in VLU in Q4 2023 and held it in 1 quarter. The position peaked at $9.14K in Q4 2023. 64 funds tracked by Wall St. Rank hold VLU as of Q1 2024.

Tidemark reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2024 after selling out during the quarter.
Tidemark sold 57 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2024, an estimated $9.14K.
Tidemark first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2023 and held it in 1 quarter.
Tidemark's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $9.14K in Q4 2023.
64 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.