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

Elevation Advisory Partners’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 		– Sell
-2,330
Closed -$509K – 91
2026
Q1 		$509K Buy
+2,330
New +$511K 0.48% 36

Other funds holding VLU

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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

Elevation Advisory Partners's VLU Position: Q2 2026 in Review

Elevation Advisory Partners sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026, closing a stake of 2,330 shares — an estimated $509K sold.

Elevation Advisory Partners first reported a position in VLU in Q1 2026 and held it in 1 quarter. The position peaked at $509K in Q1 2026. 118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Elevation Advisory Partners reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 2,330 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $509K.
  • Elevation Advisory Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $509K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.