Ameritas Advisory Services’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$447K Buy
2,078
+199
+11% +$43.6K 0.02% 616
2025
Q4
$396K Buy
1,879
+1,604
+583% +$332K 0.01% 654
2025
Q3
$56.1K Sell
275
-6,353
-96% -$1.26M ﹤0.01% 1037
2025
Q2
$1.27M Sell
6,628
-250
-4% -$45.5K 0.07% 292
2025
Q1
$1.26M Buy
6,878
+554
+9% +$104K 0.05% 331
2024
Q4
$1.16M Buy
6,324
+410
+7% +$77.2K 0.04% 373
2024
Q3
$1.09M Buy
5,914
+350
+6% +$62.2K 0.05% 360
2024
Q2
$957K Buy
5,564
+984
+21% +$168K 0.04% 420
2024
Q1
$801K Buy
4,580
+2,879
+169% +$475K 0.03% 435
2023
Q4
$273K Buy
+1,701
New +$253K 0.02% 573
2023
Q2
Sell
-1,114
Closed -$160K 2457
2023
Q1
$160K Buy
+1,114
New +$160K 0.01% 836

Other funds holding VLU

Ameritas Advisory Services's VLU Position: Q1 2026 in Review

Ameritas Advisory Services increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 11% in Q1 2026, buying an estimated $43.6K and bringing the position to 2,078 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #616.

Ameritas Advisory Services first reported a position in VLU in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q2 2025. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Ameritas Advisory Services held 2,078 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $447K as of Q1 2026.
  • Ameritas Advisory Services bought 199 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $43.6K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #616 holding.
  • Ameritas Advisory Services first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2023 and has held it in 11 quarters since.
  • Ameritas Advisory Services's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $1.27M in Q2 2025.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.