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

Roger Wittlin Investment Advisory LLC lessened its position in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU) by 39.0% during the fourth quarter, according to its most recent filing 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 3.5% of Roger Wittlin Investment Advisory LLC’s investment portfolio, making the stock its 8th biggest holding. Roger Wittlin Investment Advisory LLC owned about 0.88% of SPDR S&P 1500 Value Tilt ETF worth $5,047,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Stratos Wealth Advisors LLC lifted its stake in SPDR S&P 1500 Value Tilt ETF by 2.2% in the fourth quarter. Stratos Wealth Advisors LLC now owns 50,729 shares of the company’s stock valued at $10,685,000 after buying an additional 1,082 shares during the last quarter. MOR Wealth Management LLC purchased a new position in shares of SPDR S&P 1500 Value Tilt ETF during the fourth quarter worth approximately $760,000. Wealthcare Advisory Partners LLC grew its position in shares of SPDR S&P 1500 Value Tilt ETF by 2.4% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 2,001 shares of the company’s stock worth $421,000 after acquiring an additional 47 shares during the last quarter. CoreCap Advisors LLC increased its holdings in shares of SPDR S&P 1500 Value Tilt ETF by 9.3% in the 4th quarter. CoreCap Advisors LLC now owns 5,377 shares of the company’s stock valued at $1,133,000 after acquiring an additional 458 shares during the period. Finally, Dynamic Advisor Solutions LLC increased its holdings in shares of SPDR S&P 1500 Value Tilt ETF by 4.7% in the 4th quarter. Dynamic Advisor Solutions LLC now owns 1,363 shares of the company’s stock valued at $287,000 after acquiring an additional 61 shares during the period.

SPDR S&P 1500 Value Tilt ETF Price Performance

VLU stock opened at $216.69 on Friday. The company has a market cap of $626.23 million, a price-to-earnings ratio of 17.09 and a beta of 0.95. The company has a fifty day moving average price of $219.82 and a 200 day moving average price 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.

About SPDR S&P 1500 Value Tilt ETF

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.