Waterloo Capital, L.P. Spdr S&P 1500 Value Tilt ETF Transaction History

Waterloo Capital, L.P.

$916 Billion
Q3 2024

A detailed history of Waterloo Capital, L.P. transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Waterloo Capital, L.P. holds 2,591 shares of VLU stock, worth $497,990. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,591

Holding current value

$497,990

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$169.12 - $184.42 $438,189 - $477,832	2,591 New	2,591 $478 Million

Others Institutions Holding VLU

# of Institutions

Shares Held

1.55M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

352K
Shares

$67.7 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

237K
Shares

$45.5 Million
0.01% of portfolio
Mai Capital Management

63.9K
Shares

$12.3 Million
0.12% of portfolio
Lws Wealth Advisors, Inc.

63.3K
Shares

$12.2 Million
3.97% of portfolio
Compass Financial Services Inc West Des Moines, IA

56.1K
Shares

$10.8 Million
5.84% of portfolio

View Full List

About SPDR S&P 1500 VALUE TILT ETF

Ticker VLU
Sector ETFs
Industry ETFs

More about VLU

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Waterloo Capital, L.P. Spdr S&P 1500 Value Tilt ETF Transaction History