J.W. COLE ADVISORS, INC.
Position in VLU — State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
CIK 1404763
TAMPA, FL
All Filings in VLU
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VLU | $5,325,054 | 24,770 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 VLU | $4,946,880 | 23,485 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 VLU | $4,702,312 | 23,037 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 VLU | $4,053,596 | 21,096 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 VLU | $3,922,718 | 21,340 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 VLU | $3,254,740 | 17,684 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 VLU | $3,224,583 | 17,485 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 VLU | $2,810,918 | 16,334 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 VLU | $2,605,781 | 14,863 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 VLU | $2,150,637 | 13,418 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 VLU | $1,592,727 | 11,017 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 VLU | $1,519,267 | 10,228 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 VLU | $1,235,289 | 8,698 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 VLU | $896,397 | 6,412 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 VLU | $734,383 | 5,834 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 VLU | $681,315 | 5,089 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 VLU | $840,766 | 5,425 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 VLU | $250,349 | 1,608 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||