Creative Financial Designs’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Creative Financial Designs’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 Q2	$50K	Hold	210	–	–	﹤0.01%	1011
2026 Q1	$45.1K	Hold	210	–	–	﹤0.01%	931
2025 Q4	$44.2K	Hold	210	–	–	﹤0.01%	909
2025 Q3	$42.9K	Hold	210	–	–	﹤0.01%	904
2025 Q2	$40.4K	Hold	210	–	–	﹤0.01%	934
2025 Q1	$38.6K	Hold	210	–	–	﹤0.01%	910
2024 Q4	$38.6K	Hold	210	–	–	﹤0.01%	878
2024 Q3	$38.7K	Hold	210	–	–	﹤0.01%	858
2024 Q2	$36.1K	Hold	210	–	–	﹤0.01%	847
2024 Q1	$36.8K	Buy	+210	New	+$34.7K	﹤0.01%	810
2021 Q1	–	Sell	-137	Closed	-$17K	–	1365
2020 Q4	$17K	Buy	137 +1	+0.7%	+$112	﹤0.01%	762
2020 Q3	$14K	Sell	136 -131	-49%	-$13.4K	﹤0.01%	738
2020 Q2	$26K	Buy	267 +1	+0.4%	+$94	0.01%	551
2020 Q1	$22K	Buy	266 +116	+77%	+$12K	0.01%	291
2019 Q4	$17K	Hold	150	–	–	0.01%	347
2019 Q3	$15K	Buy	150 +1	+0.7%	+$104	0.01%	365
2019 Q2	$16K	Buy	149 +1	+0.7%	+$103	0.01%	354
2019 Q1	$15K	Buy	148 +1	+0.7%	+$99	0.01%	342
2018 Q4	$13K	Buy	147 +1	+0.7%	+$100	0.01%	337
2018 Q3	$16K	Buy	+146	New	+$15.5K	0.01%	372

Other funds holding VLU

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

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

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Creative Financial Designs's VLU Position: Q2 2026 in Review

Creative Financial Designs held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q2 2026 at 210 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Creative Financial Designs first reported a position in VLU in Q3 2018 and has held it in 20 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Creative Financial Designs held 210 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $50K as of Q2 2026.
Creative Financial Designs left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1011 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2018 and has held it in 20 quarters since.
119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.