DAS
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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
Q3 		$280K Sell
1,173
-4
-0.3% -$978 0.01% 853
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

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Dynamic Advisor Solutions's VLU Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.34% in Q3 2026, selling an estimated $978 and leaving 1,173 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #853.

Dynamic Advisor Solutions first reported a position in VLU in Q2 2021 and has held it in 22 quarters since. The position peaked at $545K in Q1 2022. 13 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • Dynamic Advisor Solutions held 1,173 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $280K as of Q3 2026.
  • Dynamic Advisor Solutions sold 4 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $978.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #853 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 22 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $545K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.