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HighPoint Advisor Group’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

HighPoint Advisor Group’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 		$899K Buy
4,181
+119
+3% +$26.1K 0.04% 309
2025
Q4 		$856K Buy
+4,062
New +$841K 0.02% 506

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
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

HighPoint Advisor Group's VLU Position: Q1 2026 in Review

HighPoint Advisor Group increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 2.9% in Q1 2026, buying an estimated $26.1K and bringing the position to 4,181 shares worth $899K. The position accounts for 0.04% of the portfolio, ranked #309.

HighPoint Advisor Group first reported a position in VLU in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • HighPoint Advisor Group held 4,181 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $899K as of Q1 2026.
  • HighPoint Advisor Group bought 119 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $26.1K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.04% of HighPoint Advisor Group's portfolio in Q1 2026, its #309 holding.
  • HighPoint Advisor Group first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2025 and has held it in 2 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 HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.