ShoreHaven Wealth Partners LLC Has $4.82 Million Stock Holdings in SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

ShoreHaven Wealth Partners LLC decreased its holdings in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU) by 7.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,024 shares of the company’s stock after selling 2,125 shares during the quarter. SPDR S&P 1500 Value Tilt ETF makes up about 2.5% of ShoreHaven Wealth Partners LLC’s holdings, making the stock its 11th biggest position. ShoreHaven Wealth Partners LLC owned approximately 1.41% of SPDR S&P 1500 Value Tilt ETF worth $4,823,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of VLU. Western Wealth Management LLC grew its holdings in SPDR S&P 1500 Value Tilt ETF by 4.7% during the second quarter. Western Wealth Management LLC now owns 3,158 shares of the company’s stock valued at $544,000 after purchasing an additional 141 shares during the last quarter. Global Retirement Partners LLC raised its holdings in SPDR S&P 1500 Value Tilt ETF by 13.4% in the 1st quarter. Global Retirement Partners LLC now owns 1,333 shares of the company’s stock worth $234,000 after acquiring an additional 157 shares during the period. Thoroughbred Financial Services LLC lifted its position in SPDR S&P 1500 Value Tilt ETF by 2.6% during the 1st quarter. Thoroughbred Financial Services LLC now owns 10,661 shares of the company’s stock worth $1,869,000 after acquiring an additional 268 shares during the last quarter. Raymond James Financial Services Advisors Inc. lifted its position in SPDR S&P 1500 Value Tilt ETF by 1.6% during the 1st quarter. Raymond James Financial Services Advisors Inc. now owns 27,647 shares of the company’s stock worth $4,847,000 after acquiring an additional 447 shares during the last quarter. Finally, CWM LLC bought a new stake in SPDR S&P 1500 Value Tilt ETF during the second quarter valued at about $88,000.

SPDR S&P 1500 Value Tilt ETF Stock Performance

Shares of SPDR S&P 1500 Value Tilt ETF stock traded up $2.72 during trading on Friday, reaching $180.68. The company’s stock had a trading volume of 4,576 shares, compared to its average volume of 8,027. SPDR S&P 1500 Value Tilt ETF has a one year low of $137.59 and a one year high of $180.68. The firm has a market cap of $359.55 million, a price-to-earnings ratio of 16.65 and a beta of 0.87. The business’s fifty day moving average price is $174.68 and its 200-day moving average price is $171.50.

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.