BFC Planning, Inc.’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

BFC Planning, Inc.’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	–	Sell	-1	Closed	-$238	–	3617
2026 Q2	$238	Hold	1	–	–	﹤0.01%	3311
2026 Q1	$215	Hold	1	–	–	﹤0.01%	2923
2025 Q4	$211	Buy	+1	New	+$207	﹤0.01%	3027

Other funds holding VLU

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

BFC Planning, Inc.'s VLU Position: Q3 2026 in Review

BFC Planning, Inc. sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2026, closing a stake of 1 share — an estimated $238 sold.

BFC Planning, Inc. first reported a position in VLU in Q4 2025 and held it in 3 quarters. The position peaked at $238 in Q2 2026. 109 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

BFC Planning, Inc. reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 1 State Street SPDR S&P 1500 Value Tilt ETF share in Q3 2026, an estimated $238.
BFC Planning, Inc. first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2025 and held it in 3 quarters.
BFC Planning, Inc.'s State Street SPDR S&P 1500 Value Tilt ETF position peaked at $238 in Q2 2026.
109 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.