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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Advisornet Financial's VLU Position: Q1 2026 in Review

Advisornet Financial increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 393% in Q1 2026, buying an estimated $181K and bringing the position to 1,035 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #574.

Advisornet Financial first reported a position in VLU in Q3 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Advisornet Financial held 1,035 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $223K as of Q1 2026.
  • Advisornet Financial bought 825 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $181K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #574 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 11 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.