SPDR S&P 1500 Value Tilt ETF $VLU Shares Sold by Roger Wittlin Investment Advisory LLC

by · The Markets Daily

Roger Wittlin Investment Advisory LLC lowered its stake in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLUFree Report) by 39.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 23,959 shares of the company’s stock after selling 15,293 shares during the quarter. SPDR S&P 1500 Value Tilt ETF comprises about 3.5% of Roger Wittlin Investment Advisory LLC’s holdings, making the stock its 8th largest position. Roger Wittlin Investment Advisory LLC’s holdings in SPDR S&P 1500 Value Tilt ETF were worth $5,047,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Royal Bank of Canada raised its stake in SPDR S&P 1500 Value Tilt ETF by 33.0% during the 1st quarter. Royal Bank of Canada now owns 15,994 shares of the company’s stock valued at $2,940,000 after acquiring an additional 3,964 shares during the last quarter. NewEdge Advisors LLC grew its stake in shares of SPDR S&P 1500 Value Tilt ETF by 389.4% in the 2nd quarter. NewEdge Advisors LLC now owns 12,696 shares of the company’s stock valued at $2,440,000 after purchasing an additional 10,102 shares during the last quarter. Raymond James Financial Inc. grew its stake in shares of SPDR S&P 1500 Value Tilt ETF by 17.8% in the 2nd quarter. Raymond James Financial Inc. now owns 108,649 shares of the company’s stock valued at $20,877,000 after purchasing an additional 16,417 shares during the last quarter. Jane Street Group LLC acquired a new position in shares of SPDR S&P 1500 Value Tilt ETF in the second quarter valued at approximately $1,389,000. Finally, Graney & King LLC increased its holdings in shares of SPDR S&P 1500 Value Tilt ETF by 2.6% in the second quarter. Graney & King LLC now owns 30,785 shares of the company’s stock valued at $5,915,000 after purchasing an additional 784 shares during the period.

SPDR S&P 1500 Value Tilt ETF Price Performance

SPDR S&P 1500 Value Tilt ETF stock opened at $216.69 on Friday. The business has a 50 day simple moving average of $219.82 and a 200-day simple moving average of $212.40. SPDR S&P 1500 Value Tilt ETF has a 12 month low of $159.27 and a 12 month high of $227.38. The stock has a market capitalization of $626.23 million, a PE ratio of 17.09 and a beta of 0.95.

About SPDR S&P 1500 Value Tilt ETF

(Free Report)

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.

Recommended Stories

Want to see what other hedge funds are holding VLU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLUFree Report).