AE Wealth Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

AE Wealth Management’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	$32.2K	Hold	150	–	–	﹤0.01%	2053
2025 Q4	$31.6K	Hold	150	–	–	﹤0.01%	1934
2025 Q3	$30.6K	Hold	150	–	–	﹤0.01%	1814
2025 Q2	$28.8K	Hold	150	–	–	﹤0.01%	1698
2025 Q1	$27.6K	Hold	150	–	–	﹤0.01%	1673
2024 Q4	$27.6K	Buy	+150	New	+$28.2K	﹤0.01%	1657

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AE Wealth Management's VLU Position: Q1 2026 in Review

AE Wealth Management held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q1 2026 at 150 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

AE Wealth Management first reported a position in VLU in Q4 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

AE Wealth Management held 150 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $32.2K as of Q1 2026.
AE Wealth Management left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2053 holding.
AE Wealth Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2024 and has held it in 6 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 AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.