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

Foronjy Financial’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	$2.14M	Buy	8,956 +201	+2%	+$49.2K	0.75%	27
2026 Q2	$2.09M	Sell	8,755 -4	-0%	-$928	0.77%	29
2026 Q1	$1.88M	Buy	8,759 +454	+5%	+$99.5K	0.78%	28
2025 Q4	$1.75M	Buy	8,305 +1,906	+30%	+$394K	0.73%	30
2025 Q3	$1.31M	Buy	6,399 +257	+4%	+$51K	0.57%	35
2025 Q2	$1.18M	Buy	+6,142	New	+$1.12M	0.55%	38

Other funds holding VLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StackStone Wealth Dubuque, Iowa $1.01B AUM

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $289M AUM 12.43% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Foronjy Financial's VLU Position: Q3 2026 in Review

Foronjy Financial increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 2.3% in Q3 2026, buying an estimated $49.2K and bringing the position to 8,956 shares worth $2.14M. The position accounts for 0.75% of the portfolio, ranked #27.

Foronjy Financial first reported a position in VLU in Q2 2025 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

Foronjy Financial held 8,956 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.14M as of Q3 2026.
Foronjy Financial bought 201 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $49.2K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.75% of Foronjy Financial's portfolio in Q3 2026, its #27 holding.
Foronjy Financial first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2025 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

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