GRP
VLU icon

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

Global Retirement 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 		$1.01M Buy
+4,248
New +$986K 0.02% 748
2025
Q4 		$588K Sell
2,793
-93
-3% -$19.2K 0.01% 877
2025
Q3 		$589K Sell
2,886
-59
-2% -$11.7K 0.01% 712
2025
Q2 		$566K Buy
+2,945
New +$536K 0.01% 671
2024
Q4 		$303K Buy
1,646
+306
+23% +$57.6K 0.01% 799
2024
Q3 		$247K Buy
1,340
+3
+0.2% +$533 0.01% 840
2024
Q2 		$230K Buy
1,337
+4
+0.3% +$685 0.01% 834
2024
Q1 		$234K Buy
1,333
+157
+13% +$25.9K 0.01% 736
2023
Q4 		$186K Buy
1,176
+3
+0.3% +$447 0.01% 779
2023
Q3 		$167K Buy
1,173
+4
+0.3% +$600 0.01% 739
2023
Q2 		$174K Buy
1,169
+3
+0.3% +$429 0.01% 744
2023
Q1 		$163K Buy
1,166
+1,029
+751% +$148K 0.01% 743
2022
Q4 		$19.2K Hold
137
– – ﹤0.01% 1498
2022
Q3 		$19K Hold
137
– – ﹤0.01% 1426
2022
Q2 		$18K Hold
137
– – ﹤0.01% 1401
2022
Q1 		$19K Buy
+137
New +$21K ﹤0.01% 1373

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Global Retirement Partners's VLU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 4,248 shares worth $1.01M. The stake represents 0.02% of the portfolio and ranks #748 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VLU as recently as Q4 2025.

Global Retirement Partners first reported a position in VLU in Q1 2022 and has held it in 16 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Global Retirement Partners held 4,248 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $1.01M as of Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #748 holding.
  • Global Retirement Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2022 and has held it in 16 quarters since.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.