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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
Q2 		– Sell
-7,621
Closed -$1.64M – 1616
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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Independent Advisor Alliance's VLU Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026, closing a stake of 7,621 shares — an estimated $1.64M sold.

Independent Advisor Alliance first reported a position in VLU in Q4 2024 and held it in 2 quarters. The position peaked at $1.64M in Q1 2026. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Independent Advisor Alliance reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,621 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $1.64M.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $1.64M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.