Compass Planning Associates Inc Purchases New Holdings in SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

Compass Planning Associates Inc acquired a new position in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 2,854 shares of the company’s stock, valued at approximately $525,000. SPDR S&P 1500 Value Tilt ETF accounts for about 0.5% of Compass Planning Associates Inc’s portfolio, making the stock its 22nd biggest position. Compass Planning Associates Inc owned about 0.14% of SPDR S&P 1500 Value Tilt ETF as of its most recent filing with the SEC.

Other hedge funds also recently added to or reduced their stakes in the company. FMR LLC raised its stake in shares of SPDR S&P 1500 Value Tilt ETF by 155.1% during the third quarter. FMR LLC now owns 806 shares of the company’s stock worth $149,000 after purchasing an additional 490 shares during the last quarter. Wealthcare Advisory Partners LLC purchased a new stake in shares of SPDR S&P 1500 Value Tilt ETF in the fourth quarter valued at about $269,000. Global Retirement Partners LLC increased its stake in shares of SPDR S&P 1500 Value Tilt ETF by 22.8% during the fourth quarter. Global Retirement Partners LLC now owns 1,646 shares of the company’s stock worth $303,000 after acquiring an additional 306 shares during the period. Atria Wealth Solutions Inc. increased its stake in shares of SPDR S&P 1500 Value Tilt ETF by 29.6% during the fourth quarter. Atria Wealth Solutions Inc. now owns 2,919 shares of the company’s stock worth $537,000 after acquiring an additional 667 shares during the period. Finally, Hilltop Holdings Inc. purchased a new position in SPDR S&P 1500 Value Tilt ETF during the third quarter worth about $567,000.

SPDR S&P 1500 Value Tilt ETF Trading Down 0.6 %

Shares of VLU opened at $193.56 on Friday. The stock’s 50 day moving average is $188.97 and its two-hundred day moving average is $185.96. SPDR S&P 1500 Value Tilt ETF has a twelve month low of $164.36 and a twelve month high of $195.93. The firm has a market capitalization of $385.18 million, a PE ratio of 16.65 and a beta of 0.87.

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.