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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Dynamic Advisor Solutions's VLU Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 4.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,177 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #884.

Dynamic Advisor Solutions first reported a position in VLU in Q2 2021 and has held it in 21 quarters since. The position peaked at $545K in Q1 2022. 118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Dynamic Advisor Solutions held 1,177 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $280K as of Q2 2026.
  • Dynamic Advisor Solutions bought 49 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $11.4K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #884 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2021 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $545K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.