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

Hilltop Holdings’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	$204K	Buy	+857	New	+$199K	0.02%	656
2026 Q1	–	Sell	-6,574	Closed	-$1.38M	–	917
2025 Q4	$1.38M	Sell	6,574 -1,735	-21%	-$359K	0.08%	267
2025 Q3	$1.7M	Buy	8,309 +1,007	+14%	+$200K	0.09%	253
2025 Q2	$1.4M	Buy	7,302 +2,771	+61%	+$504K	0.09%	261
2025 Q1	$833K	Buy	4,531 +1,453	+47%	+$273K	0.05%	364
2024 Q4	$566K	Buy	3,078 +2	+0.1%	+$376	0.04%	462
2024 Q3	$567K	Buy	+3,076	New	+$547K	0.04%	461

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

Hilltop Holdings's VLU Position: Q2 2026 in Review

Hilltop Holdings opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 857 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #656 among its holdings. This is a return to the name: Hilltop Holdings previously reported a position in VLU as recently as Q4 2025.

Hilltop Holdings first reported a position in VLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q3 2025. 118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Hilltop Holdings held 857 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $204K as of Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Hilltop Holdings position in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.02% of Hilltop Holdings's portfolio in Q2 2026, its #656 holding.
Hilltop Holdings first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2024 and has held it in 7 quarters since.
Hilltop Holdings's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $1.7M in Q3 2025.
118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.