Pensionmark Financial Group, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Pensionmark Financial Group, LLC

$3.72 Billion
Q1 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 9,172 shares of VLU stock, worth $1.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,172

Previous 11,703 21.63%

Holding current value

$1.73 Million

Previous $2.15 Million 21.77%

% of portfolio

0.05%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$178.65 - $194.73 $452,163 - $492,861	-2,531 Reduced 21.63%	9,172 $1.69 Million
Q4 2024 Feb 12, 2025	BUY	$182.19 - $195.69 $187,837 - $201,756	1,031 Added 9.66%	11,703 $2.15 Million
Q3 2024 Nov 14, 2024	BUY	$169.12 - $184.42 $489,095 - $533,342	2,892 Added 37.17%	10,672 $1.97 Million
Q2 2024 Aug 14, 2024	SELL	$166.3 - $174.66 $252,110 - $264,784	-1,516 Reduced 16.31%	7,780 $1.34 Million
Q1 2024 May 15, 2024	BUY	$157.16 - $175.32 $1.46 Million - $1.63 Million	9,296 New	9,296 $1.63 Million

Others Institutions Holding VLU

# of Institutions

Shares Held

1.74M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 1500 VALUE TILT ETF

Ticker VLU
Sector ETFs
Industry ETFs

More about VLU

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Pensionmark Financial Group, LLC Spdr S&P 1500 Value Tilt ETF Transaction History