Cetera Investment Advisers
VLU icon

Cetera Investment Advisers’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Cetera Investment Advisers’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 		$5.87M Buy
27,283
+11,517
+73% +$2.52M 0.01% 1406
2025
Q4 		$3.32M Buy
15,766
+946
+6% +$196K ﹤0.01% 1770
2025
Q3 		$3.03M Buy
14,820
+9,599
+184% +$1.9M ﹤0.01% 1817
2025
Q2 		$1M Sell
5,221
-155
-3% -$28.2K ﹤0.01% 2367
2025
Q1 		$988K Sell
5,376
-1,175
-18% -$221K ﹤0.01% 2268
2024
Q4 		$1.21M Buy
6,551
+437
+7% +$82.2K ﹤0.01% 2032
2024
Q3 		$1.13M Sell
6,114
-351
-5% -$62.4K ﹤0.01% 2039
2024
Q2 		$1.11M Sell
6,465
-140
-2% -$24K ﹤0.01% 1998
2024
Q1 		$1.16M Buy
6,605
+2,540
+62% +$419K ﹤0.01% 1953
2023
Q4 		$652K Buy
4,065
+2,135
+111% +$318K 0.01% 1344
2023
Q3 		$279K Buy
1,930
+451
+30% +$67.6K ﹤0.01% 1781
2023
Q2 		$220K Buy
+1,479
New +$211K ﹤0.01% 1929
2023
Q1 		– Sell
-1,479
Closed -$207K – 2251
2022
Q4 		$207K Buy
+1,479
New +$206K ﹤0.01% 1887
2022
Q2 		– Sell
-1,474
Closed -$228K – 1955
2022
Q1 		$228K Buy
+1,474
New +$226K ﹤0.01% 1634

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $17.6B AUM 18.87% 1-Year Est. Return