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

Independent Advisor Alliance’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 		$1.64M Buy
+7,621
New +$1.67M 0.02% 624
2025
Q1 		– Sell
-6,486
Closed -$1.19M – 1350
2024
Q4 		$1.19M Buy
+6,486
New +$1.22M 0.02% 671

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

Independent Advisor Alliance's VLU Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2026: 7,621 shares worth $1.64M. The stake represents 0.02% of the portfolio and ranks #624 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VLU as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VLU in Q4 2024 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Independent Advisor Alliance held 7,621 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $1.64M as of Q1 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF was a new Independent Advisor Alliance position in Q1 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #624 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2024 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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.