Steward Partners Investment Advisory, LLC
Position in VLU — State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
CIK 1723397
STAMFORD, CT
All Filings in VLU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VLU | $68,578 | 319 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 VLU | $38,757 | 184 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 VLU | $37,558 | 184 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 VLU | $35,355 | 184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 VLU | $33,822 | 184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 VLU | $33,865 | 184 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 VLU | $36,884 | 200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 VLU | $77,440 | 450 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||