Advisornet Financial’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Advisornet Financial’s Portfolio VLU Stock Details VLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Buy	1,270 +235	+23%	+$54.5K	0.01%	534
2026 Q1	$223K	Buy	1,035 +825	+393%	+$181K	0.01%	574
2025 Q4	$44.2K	Buy	210 +103	+96%	+$21.3K	﹤0.01%	1091
2025 Q3	$21.8K	Buy	107 +7	+7%	+$1.39K	﹤0.01%	1269
2025 Q2	$19.2K	Buy	100 +5	+5%	+$909	﹤0.01%	1282
2025 Q1	$17.5K	Buy	95 +20	+27%	+$3.76K	﹤0.01%	1245
2024 Q4	$13.8K	Buy	75 +5	+7%	+$941	﹤0.01%	1238
2024 Q3	$12.9K	Hold	70	–	–	﹤0.01%	1341
2024 Q2	$12K	Hold	70	–	–	﹤0.01%	1250
2024 Q1	$12.3K	Buy	70 +25	+56%	+$4.13K	﹤0.01%	1224
2023 Q4	$7.21K	Buy	45 +20	+80%	+$2.98K	﹤0.01%	1401
2023 Q3	$3.61K	Buy	+25	New	+$3.75K	﹤0.01%	1495

Other funds holding VLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Advisornet Financial's VLU Position: Q2 2026 in Review

Advisornet Financial increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 23% in Q2 2026, buying an estimated $54.5K and bringing the position to 1,270 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #534.

Advisornet Financial first reported a position in VLU in Q3 2023 and has held it in 12 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Advisornet Financial held 1,270 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $303K as of Q2 2026.
Advisornet Financial bought 235 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $54.5K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #534 holding.
Advisornet Financial first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2023 and has held it in 12 quarters since.
119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.