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 Q2	$9.02M	Buy	37,868 +1,560	+4%	+$362K	3.24%	9
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 $445B AUM 25.58% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Graney & King's VLU Position: Q2 2026 in Review

Graney & King increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 4.3% in Q2 2026, buying an estimated $362K and bringing the position to 37,868 shares worth $9.02M. The position accounts for 3.24% of the portfolio, ranked #9.

Graney & King first reported a position in VLU in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Graney & King held 37,868 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $9.02M as of Q2 2026.
Graney & King bought 1,560 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $362K.
State Street SPDR S&P 1500 Value Tilt ETF made up 3.24% of Graney & King's portfolio in Q2 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 7 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 Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.