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Argyle Capital Partners’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Argyle Capital Partners’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 		$336K Sell
1,563
-46
-3% -$10.1K 0.24% 111
2025
Q4 		$339K Sell
1,609
-49
-3% -$10.1K 0.25% 110
2025
Q3 		$338K Hold
1,658
– – 0.24% 112
2025
Q2 		$319K Hold
1,658
– – 0.26% 106
2025
Q1 		$305K Hold
1,658
– – 0.26% 100
2024
Q4 		$305K Buy
+1,658
New +$312K 0.26% 101

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

Argyle Capital Partners's VLU Position: Q1 2026 in Review

Argyle Capital Partners reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 2.9% in Q1 2026, selling an estimated $10.1K and leaving 1,563 shares worth $336K. The position accounts for 0.24% of the portfolio, ranked #111.

Argyle Capital Partners first reported a position in VLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2025. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Argyle Capital Partners held 1,563 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $336K as of Q1 2026.
  • Argyle Capital Partners sold 46 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $10.1K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.24% of Argyle Capital Partners's portfolio in Q1 2026, its #111 holding.
  • Argyle Capital Partners 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.
  • Argyle Capital Partners's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $339K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.