SPDR S&P 1500 Value Tilt ETF $VLU is Roger Wittlin Investment Advisory LLC’s 7th Largest Position

Roger Wittlin Investment Advisory LLC trimmed its holdings in SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU) by 6.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,252 shares of the company’s stock after selling 2,895 shares during the quarter. SPDR S&P 1500 Value Tilt ETF comprises approximately 4.5% of Roger Wittlin Investment Advisory LLC’s portfolio, making the stock its 7th largest holding. Roger Wittlin Investment Advisory LLC’s holdings in SPDR S&P 1500 Value Tilt ETF were worth $8,012,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Wealthcare Advisory Partners LLC grew its holdings in SPDR S&P 1500 Value Tilt ETF by 14.9% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 1,804 shares of the company’s stock valued at $347,000 after buying an additional 234 shares in the last quarter. Global Retirement Partners LLC acquired a new stake in shares of SPDR S&P 1500 Value Tilt ETF during the 2nd quarter worth approximately $566,000. Tower Research Capital LLC TRC acquired a new stake in shares of SPDR S&P 1500 Value Tilt ETF during the 2nd quarter worth approximately $737,000. Atria Wealth Solutions Inc. raised its position in shares of SPDR S&P 1500 Value Tilt ETF by 11.9% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 4,540 shares of the company’s stock valued at $872,000 after buying an additional 482 shares during the period. Finally, Waterloo Capital L.P. lifted its holdings in SPDR S&P 1500 Value Tilt ETF by 44.1% in the second quarter. Waterloo Capital L.P. now owns 4,681 shares of the company’s stock valued at $899,000 after acquiring an additional 1,433 shares during the last quarter.

SPDR S&P 1500 Value Tilt ETF Stock Performance

Shares of SPDR S&P 1500 Value Tilt ETF stock opened at $217.71 on Monday. SPDR S&P 1500 Value Tilt ETF has a fifty-two week low of $159.27 and a fifty-two week high of $217.93. The firm has a market capitalization of $592.17 million, a price-to-earnings ratio of 17.09 and a beta of 0.95. The stock has a 50 day moving average of $209.31 and a 200 day moving average of $203.05.

SPDR S&P 1500 Value Tilt ETF Profile

The SPDR S&P 1500 Value Tilt ETF (VLU) is an exchange-traded fund that is based on the S&P 1500 Low Valuation Tilt index. The fund tracks an index that weights securities according to a combination of fundamental factors, and aims to find those with lower prices relative to valuations. VLU was launched on Oct 24, 2012 and is managed by State Street.