Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Cambridge Investment Research 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 		$24.3M Buy
112,975
+8,034
+8% +$1.76M 0.06% 319
2025
Q4 		$22.1M Sell
104,941
-1,990
-2% -$412K 0.06% 331
2025
Q3 		$21.8M Buy
106,931
+8,074
+8% +$1.6M 0.06% 315
2025
Q2 		$19M Buy
98,857
+4,514
+5% +$821K 0.06% 329
2025
Q1 		$17.3M Buy
94,343
+7,638
+9% +$1.44M 0.06% 326
2024
Q4 		$16M Buy
86,705
+33,748
+64% +$6.35M 0.05% 340
2024
Q3 		$9.77M Buy
52,957
+5,884
+12% +$1.05M 0.03% 510
2024
Q2 		$8.1M Buy
47,073
+1,500
+3% +$257K 0.03% 548
2024
Q1 		$7.99M Buy
45,573
+1,266
+3% +$209K 0.03% 536
2023
Q4 		$7.1M Buy
44,307
+4,678
+12% +$696K 0.03% 549
2023
Q3 		$5.73M Buy
39,629
+6,172
+18% +$926K 0.03% 598
2023
Q2 		$4.97M Buy
33,457
+1,372
+4% +$196K 0.02% 662
2023
Q1 		$4.56M Buy
32,085
+3,550
+12% +$510K 0.02% 682
2022
Q4 		$3.99M Buy
28,535
+4,686
+20% +$652K 0.02% 705
2022
Q3 		$3M Buy
23,849
+3,628
+18% +$506K 0.02% 823
2022
Q2 		$2.71M Buy
20,221
+6,636
+49% +$965K 0.01% 894
2022
Q1 		$2.1M Buy
13,585
+11,861
+688% +$1.82M 0.01% 1106
2021
Q4 		$268K Buy
+1,724
New +$262K ﹤0.01% 2640
2020
Q1 		– Sell
-10,936
Closed -$1.24M – 2487
2019
Q4 		$1.24M Buy
+10,936
New +$1.19M 0.01% 1034

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors's VLU Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 7.7% in Q1 2026, buying an estimated $1.76M and bringing the position to 112,975 shares worth $24.3M. The position accounts for 0.06% of the portfolio, ranked #319.

Cambridge Investment Research Advisors first reported a position in VLU in Q4 2019 and has held it in 19 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Cambridge Investment Research Advisors held 112,975 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $24.3M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 8,034 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $1.76M.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #319 holding.
  • Cambridge Investment Research Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2019 and has held it in 19 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.