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

Independent Financial 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
2025 Q3	–	Sell	-2,630	Closed	-$505K	–	1430
2025 Q2	$505K	Hold	2,630	–	–	0.01%	778
2025 Q1	$483K	Hold	2,630	–	–	0.02%	725
2024 Q4	$484K	Hold	2,630	–	–	0.02%	703
2024 Q3	$485K	Hold	2,630	–	–	0.02%	665
2024 Q2	$453K	Hold	2,630	–	–	0.02%	642
2024 Q1	$461K	Buy	+2,630	New	+$434K	0.02%	615

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

Independent Financial Group's VLU Position: Q3 2025 in Review

Independent Financial Group sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2025, closing a stake of 2,630 shares — an estimated $505K sold.

Independent Financial Group first reported a position in VLU in Q1 2024 and held it in 6 quarters. The position peaked at $505K in Q2 2025. 90 funds tracked by Wall St. Rank hold VLU as of Q3 2025.

Independent Financial Group reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 2,630 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2025, an estimated $505K.
Independent Financial Group first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2024 and held it in 6 quarters.
Independent Financial Group's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $505K in Q2 2025.
90 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.