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

Atria Wealth Solutions’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
2025 Q2	$872K	Buy	4,540 +482	+12%	+$87.7K	0.02%	695
2025 Q1	$746K	Buy	4,058 +1,139	+39%	+$214K	0.01%	1000
2024 Q4	$537K	Buy	2,919 +667	+30%	+$126K	0.01%	1238
2024 Q3	$415K	Buy	2,252 +338	+18%	+$60.1K	﹤0.01%	1333
2024 Q2	$329K	Buy	1,914 +165	+9%	+$28.2K	﹤0.01%	1454
2024 Q1	$307K	Buy	+1,749	New	+$289K	﹤0.01%	1545

Other funds holding VLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Atria Wealth Solutions's VLU Position: Q2 2025 in Review

Atria Wealth Solutions increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 12% in Q2 2025, buying an estimated $87.7K and bringing the position to 4,540 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #695.

Atria Wealth Solutions first reported a position in VLU in Q1 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold VLU as of Q2 2025.

Atria Wealth Solutions held 4,540 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $872K as of Q2 2025.
Atria Wealth Solutions bought 482 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2025, an estimated $87.7K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #695 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2024 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.