Graney & King’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Graney & King’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 Q1	$7.81M	Buy	36,308 +1,205	+3%	+$264K	4.21%	9
2025 Q4	$7.39M	Buy	35,103 +456	+1%	+$94.4K	4.32%	8
2025 Q3	$7.07M	Buy	34,647 +3,862	+13%	+$766K	4.9%	5
2025 Q2	$5.92M	Buy	30,785 +784	+3%	+$143K	3.97%	5
2025 Q1	$5.51M	Buy	30,001 +895	+3%	+$168K	4.11%	5
2024 Q4	$5.36M	Buy	+29,106	New	+$5.48M	4.05%	5

Other funds holding VLU

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

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

NFG

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

MCM

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

Graney & King's VLU Position: Q1 2026 in Review

Graney & King increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3.4% in Q1 2026, buying an estimated $264K and bringing the position to 36,308 shares worth $7.81M. The position accounts for 4.21% of the portfolio, ranked #9.

Graney & King first reported a position in VLU in Q4 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

Graney & King held 36,308 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $7.81M as of Q1 2026.
Graney & King bought 1,205 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $264K.
State Street SPDR S&P 1500 Value Tilt ETF made up 4.21% of Graney & King's portfolio in Q1 2026, its #9 holding.
Graney & King first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.