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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
Q3 		$352K Buy
1,444
+174
+14% +$42.6K 0.02% 510
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

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Advisornet Financial's VLU Position: Q3 2026 in Review

Advisornet Financial increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 14% in Q3 2026, buying an estimated $42.6K and bringing the position to 1,444 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #510.

Advisornet Financial first reported a position in VLU in Q3 2023 and has held it in 13 quarters since. 14 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • Advisornet Financial held 1,444 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $352K as of Q3 2026.
  • Advisornet Financial bought 174 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $42.6K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.02% of Advisornet Financial's portfolio in Q3 2026, its #510 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 13 quarters since.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.