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

Winslow Evans & Crocker’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 Q4	$12K	Hold	100	–	–	﹤0.01%	920
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	759
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	748
2020 Q1	$10K	Sell	100 -46	-32%	-$4.75K	﹤0.01%	719
2019 Q4	$18K	Hold	146	–	–	﹤0.01%	695
2019 Q3	$18K	Hold	146	–	–	0.01%	680
2019 Q2	$18K	Hold	146	–	–	0.01%	702
2019 Q1	$18K	Hold	146	–	–	0.01%	703
2018 Q4	$16K	Sell	146 -50	-26%	-$5.02K	0.01%	678
2018 Q3	$24K	Buy	196 +96	+96%	+$10.2K	0.01%	632
2018 Q2	$12K	Hold	100	–	–	﹤0.01%	780
2018 Q1	$9.9K	Hold	100	–	–	﹤0.01%	797
2017 Q4	$10.2K	Hold	100	–	–	﹤0.01%	805
2017 Q3	$9.59K	Hold	100	–	–	﹤0.01%	829
2017 Q2	$9.26K	Hold	100	–	–	﹤0.01%	937
2017 Q1	$9.09K	Hold	100	–	–	﹤0.01%	909
2016 Q4	$8.79K	Hold	100	–	–	﹤0.01%	913
2016 Q3	$8.2K	Hold	100	–	–	﹤0.01%	951
2016 Q2	$7.86K	Hold	100	–	–	﹤0.01%	937
2016 Q1	$7.75K	Hold	100	–	–	﹤0.01%	938
2015 Q4	$7.66K	Hold	100	–	–	﹤0.01%	968
2015 Q3	$7.61K	Hold	100	–	–	﹤0.01%	949
2015 Q2	$8.31K	Hold	100	–	–	﹤0.01%	972
2015 Q1	$8.4K	Hold	100	–	–	﹤0.01%	927
2014 Q4	$8.54K	Hold	100	–	–	﹤0.01%	920
2014 Q3	$8.35K	Hold	100	–	–	﹤0.01%	930
2014 Q2	$8.43K	Hold	100	–	–	﹤0.01%	889
2014 Q1	$8.05K	Hold	100	–	–	﹤0.01%	901
2013 Q4	$8K	Buy	+100	New	+$7.78K	﹤0.01%	1006

Other funds holding VLU

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

Winslow Evans & Crocker's VLU Position: Q4 2020 in Review

Winslow Evans & Crocker held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q4 2020 at 100 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Winslow Evans & Crocker first reported a position in VLU in Q4 2013 and has held it in 29 quarters since. The position peaked at $24K in Q3 2018. 20 funds tracked by Wall St. Rank hold VLU as of Q4 2020.

Winslow Evans & Crocker held 100 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $12K as of Q4 2020.
Winslow Evans & Crocker left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q4 2020.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #920 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $24K in Q3 2018.
20 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.