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
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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

Global Retirement Partners's VLU Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3.2% in Q4 2025, selling an estimated $19.2K and leaving 2,793 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #877.

Global Retirement Partners first reported a position in VLU in Q1 2022 and has held it in 15 quarters since. The position peaked at $589K in Q3 2025. 92 funds tracked by Wall St. Rank hold VLU as of Q4 2025.

Global Retirement Partners held 2,793 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $588K as of Q4 2025.
Global Retirement Partners sold 93 State Street SPDR S&P 1500 Value Tilt ETF shares in Q4 2025, an estimated $19.2K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #877 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 15 quarters since.
Global Retirement Partners's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $589K in Q3 2025.
92 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.