Golden State Wealth Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Golden State Wealth Management’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	$135K	Buy	+566	New	+$131K	0.01%	494

Other funds holding VLU

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

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

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

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Golden State Wealth Management's VLU Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 566 shares worth $135K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings.

18 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Golden State Wealth Management held 566 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $135K as of Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Golden State Wealth Management position in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #494 holding.
18 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.