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 Q3	$391K	Buy	1,634 +71	+5%	+$17.4K	0.24%	105
2026 Q2	$372K	Hold	1,563	–	–	0.23%	114
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

StackStone Wealth Dubuque, Iowa $1.01B AUM

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Argyle Capital Partners's VLU Position: Q3 2026 in Review

Argyle Capital Partners increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 4.5% in Q3 2026, buying an estimated $17.4K and bringing the position to 1,634 shares worth $391K. The position accounts for 0.24% of the portfolio, ranked #105.

Argyle Capital Partners first reported a position in VLU in Q4 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

Argyle Capital Partners held 1,634 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $391K as of Q3 2026.
Argyle Capital Partners bought 71 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $17.4K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.24% of Argyle Capital Partners's portfolio in Q3 2026, its #105 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 8 quarters since.
109 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.