DAS
VLU icon

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

Dynamic Advisor 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
2026
Q2 		$280K Buy
1,177
+49
+4% +$11.4K 0.01% 884
2026
Q1 		$243K Sell
1,128
-235
-17% -$51.5K 0.01% 870
2025
Q4 		$287K Buy
1,363
+61
+5% +$12.6K 0.01% 794
2025
Q3 		$266K Sell
1,302
-213
-14% -$42.3K 0.01% 810
2025
Q2 		$291K Sell
1,515
-96
-6% -$17.5K 0.01% 757
2025
Q1 		$296K Sell
1,611
-7
-0.4% -$1.32K 0.01% 711
2024
Q4 		$298K Sell
1,618
-128
-7% -$24.1K 0.01% 537
2024
Q3 		$322K Sell
1,746
-200
-10% -$35.5K 0.01% 726
2024
Q2 		$335K Sell
1,946
-23
-1% -$3.94K 0.01% 731
2024
Q1 		$345K Sell
1,969
-61
-3% -$10.1K 0.01% 712
2023
Q4 		$323K Buy
2,030
+91
+5% +$13.5K 0.01% 691
2023
Q3 		$280K Sell
1,939
-263
-12% -$39.4K 0.01% 674
2023
Q2 		$327K Sell
2,202
-271
-11% -$38.7K 0.02% 606
2023
Q1 		$351K Sell
2,473
-447
-15% -$64.2K 0.02% 558
2022
Q4 		$408K Buy
2,920
+39
+1% +$5.43K 0.03% 496
2022
Q3 		$363K Sell
2,881
-530
-16% -$73.8K 0.03% 473
2022
Q2 		$457K Sell
3,411
-103
-3% -$15K 0.04% 420
2022
Q1 		$545K Buy
3,514
+378
+12% +$57.9K 0.04% 423
2021
Q4 		$488K Buy
3,136
+684
+28% +$104K 0.03% 434
2021
Q3 		$355K Buy
2,452
+828
+51% +$122K 0.03% 530
2021
Q2 		$238K Buy
+1,624
New +$236K 0.02% 618

Other funds holding VLU

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return