Csenge Advisory Group’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Csenge Advisory Group’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	$204K	Sell	950 -20	-2%	-$4.38K	0.01%	712
2025 Q4	$204K	Buy	+970	New	+$201K	0.01%	686
2023 Q4	–	Sell	-1,539	Closed	-$223K	–	710
2023 Q3	$223K	Sell	1,539 -1,914	-55%	-$287K	0.02%	561
2023 Q2	$513K	Buy	3,453 +13	+0.4%	+$1.86K	0.03%	364
2023 Q1	$489K	Sell	3,440 -12	-0.3%	-$1.72K	0.04%	353
2022 Q4	$483K	Buy	3,452 +13	+0.4%	+$1.81K	0.04%	353
2022 Q3	$433K	Buy	3,439 +34	+1%	+$4.74K	0.04%	370
2022 Q2	$456K	Buy	3,405 +4	+0.1%	+$582	0.04%	355
2022 Q1	$527K	Buy	3,401 +35	+1%	+$5.36K	0.04%	370
2021 Q4	$496K	Sell	3,366 -112	-3%	-$17K	0.04%	340
2021 Q3	$508K	Buy	3,478 +112	+3%	+$16.5K	0.04%	358
2021 Q2	$496K	Buy	3,366 +1,261	+60%	+$184K	0.04%	341
2021 Q1	$299K	Buy	+2,105	New	+$278K	0.03%	388

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

Csenge Advisory Group's VLU Position: Q1 2026 in Review

Csenge Advisory Group reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 2.1% in Q1 2026, selling an estimated $4.38K and leaving 950 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #712.

Csenge Advisory Group first reported a position in VLU in Q1 2021 and has held it in 13 quarters since. The position peaked at $527K in Q1 2022. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

Csenge Advisory Group held 950 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $204K as of Q1 2026.
Csenge Advisory Group sold 20 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $4.38K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #712 holding.
Csenge Advisory Group first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2021 and has held it in 13 quarters since.
Csenge Advisory Group's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $527K in Q1 2022.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.