EWP
VLU icon

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

Elevation Wealth 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 		$17.9K Hold
75
– – 0.01% 625
2026
Q1 		$16.1K Hold
75
– – 0.01% 426
2025
Q4 		$15.8K Hold
75
– – 0.01% 416
2025
Q3 		$15.3K Hold
75
– – 0.01% 349
2025
Q2 		$14.4K Hold
75
– – 0.01% 340
2025
Q1 		$13.8K Hold
75
– – 0.01% 344
2024
Q4 		$13.8K Hold
75
– – 0.01% 343
2024
Q3 		$13.8K Buy
+75
New +$13.3K 0.01% 330

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
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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 $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Elevation Wealth Partners held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q2 2026 at 75 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #625.

Elevation Wealth Partners first reported a position in VLU in Q3 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Elevation Wealth Partners held 75 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $17.9K as of Q2 2026.
  • Elevation Wealth Partners left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #625 holding.
  • Elevation Wealth Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2024 and has held it in 8 quarters since.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.