3,068 SPDR S&P 1500 Value Tilt ETF $VLU Shares Acquired by RFG Bristol Wealth Advisors LLC

RFG Bristol Wealth Advisors LLC increased its position in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU) by 5.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 59,621 shares of the company’s stock after purchasing an additional 3,068 shares during the quarter. SPDR S&P 1500 Value Tilt ETF accounts for about 3.4% of RFG Bristol Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. RFG Bristol Wealth Advisors LLC owned about 1.89% of SPDR S&P 1500 Value Tilt ETF worth $14,249,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in VLU. Nadler Financial Group Inc. bought a new position in shares of SPDR S&P 1500 Value Tilt ETF in the 1st quarter worth about $26,285,000. Bank of America Corp DE boosted its stake in SPDR S&P 1500 Value Tilt ETF by 3.7% in the first quarter. Bank of America Corp DE now owns 69,427 shares of the company’s stock valued at $14,925,000 after acquiring an additional 2,448 shares during the period. Systelligence LLC bought a new position in shares of SPDR S&P 1500 Value Tilt ETF during the first quarter valued at approximately $12,618,000. Absolute Capital Management LLC raised its position in shares of SPDR S&P 1500 Value Tilt ETF by 2.2% during the 4th quarter. Absolute Capital Management LLC now owns 41,309 shares of the company’s stock worth $8,701,000 after purchasing an additional 909 shares during the period. Finally, Cetera Investment Advisers raised its position in shares of SPDR S&P 1500 Value Tilt ETF by 73.0% during the 1st quarter. Cetera Investment Advisers now owns 27,283 shares of the company’s stock worth $5,865,000 after purchasing an additional 11,517 shares during the period.

SPDR S&P 1500 Value Tilt ETF Price Performance

Shares of NYSEARCA VLU traded up $0.55 during mid-day trading on Friday, hitting $243.90. The company had a trading volume of 3,708 shares, compared to its average volume of 10,319. The stock has a market cap of $768.28 million, a price-to-earnings ratio of 17.09 and a beta of 0.87. SPDR S&P 1500 Value Tilt ETF has a 12 month low of $198.65 and a 12 month high of $250.97. The firm’s 50 day simple moving average is $245.93 and its two-hundred day simple moving average is $237.41.

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.