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 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

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Foronjy Financial's VLU Position: Q2 2026 in Review

Foronjy Financial reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.05% in Q2 2026, selling an estimated $928 and leaving 8,755 shares worth $2.09M. The position accounts for 0.77% of the portfolio, ranked #29.

Foronjy Financial first reported a position in VLU in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Foronjy Financial held 8,755 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.09M as of Q2 2026.
Foronjy Financial sold 4 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $928.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.77% of Foronjy Financial's portfolio in Q2 2026, its #29 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 5 quarters since.
44 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.