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

Aspire Capital Advisors’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	$319K	Buy	+1,483	New	+$325K	0.07%	90
2025 Q4	–	Sell	-1,709	Closed	-$349K	–	126
2025 Q3	$349K	Sell	1,709 -394	-19%	-$78.2K	0.09%	84
2025 Q2	$404K	Sell	2,103 -877	-29%	-$159K	0.11%	72
2025 Q1	$548K	Buy	+2,980	New	+$560K	0.16%	55

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

Aspire Capital Advisors's VLU Position: Q1 2026 in Review

Aspire Capital Advisors opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2026: 1,483 shares worth $319K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings. This is a return to the name: Aspire Capital Advisors previously reported a position in VLU as recently as Q3 2025.

Aspire Capital Advisors first reported a position in VLU in Q1 2025 and has held it in 4 quarters since. The position peaked at $548K in Q1 2025. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

Aspire Capital Advisors held 1,483 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $319K as of Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Aspire Capital Advisors position in Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.07% of Aspire Capital Advisors's portfolio in Q1 2026, its #90 holding.
Aspire Capital Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2025 and has held it in 4 quarters since.
Aspire Capital Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $548K in Q1 2025.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.