RFG Bristol Wealth Advisors LLC Boosts Holdings in SPDR S&P 1500 Value Tilt ETF $VLU

RFG Bristol Wealth Advisors LLC grew its position in SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU) by 26.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,178 shares of the company’s stock after acquiring an additional 6,855 shares during the quarter. SPDR S&P 1500 Value Tilt ETF comprises about 2.0% of RFG Bristol Wealth Advisors LLC’s portfolio, making the stock its 11th largest position. RFG Bristol Wealth Advisors LLC owned 1.25% of SPDR S&P 1500 Value Tilt ETF worth $6,772,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in VLU. Envestnet Asset Management Inc. raised its position in SPDR S&P 1500 Value Tilt ETF by 62.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 133,382 shares of the company’s stock worth $25,629,000 after purchasing an additional 51,290 shares during the period. Raymond James Financial Inc. grew its position in 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 acquiring an additional 16,417 shares during the last quarter. Thrivent Financial for Lutherans bought a new position in SPDR S&P 1500 Value Tilt ETF in the 2nd quarter valued at $3,068,000. Stratos Wealth Partners LTD. bought a new stake in shares of SPDR S&P 1500 Value Tilt ETF during the second quarter worth $2,682,000. Finally, NewEdge Advisors LLC increased its stake in 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 worth $2,440,000 after buying an additional 10,102 shares during the period.

SPDR S&P 1500 Value Tilt ETF Price Performance

SPDR S&P 1500 Value Tilt ETF stock opened at $214.47 on Tuesday. The stock has a market cap of $576.92 million, a price-to-earnings ratio of 17.09 and a beta of 0.95. The firm has a 50-day moving average of $208.48 and a two-hundred day moving average of $202.27. SPDR S&P 1500 Value Tilt ETF has a 1 year low of $159.27 and a 1 year high of $215.06.

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.