Focus Financial Network
VLU icon

Focus Financial Network’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Focus Financial Network’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 		$256K Buy
1,071
+81
+8% +$19.8K 0.01% 661
2026
Q2 		$236K Buy
+990
New +$230K 0.01% 682

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
CoreCap Advisors
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
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Focus Financial Network's VLU Position: Q3 2026 in Review

Focus Financial Network increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 8.2% in Q3 2026, buying an estimated $19.8K and bringing the position to 1,071 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #661.

Focus Financial Network first reported a position in VLU in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • Focus Financial Network held 1,071 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $256K as of Q3 2026.
  • Focus Financial Network bought 81 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $19.8K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #661 holding.
  • Focus Financial Network first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.