Janney Montgomery Scott’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Janney Montgomery Scott’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	$2.92M	Buy	12,240 +1,700	+16%	+$395K	0.01%	1273
2026 Q1	$2.27M	Sell	10,540 -3,851	-27%	-$844K	0.01%	1208
2025 Q4	$3.03M	Sell	14,391 -3,850	-21%	-$797K	0.01%	1141
2025 Q3	$3.72M	Buy	18,241 +2,925	+19%	+$580K	0.01%	1013
2025 Q2	$2.94M	Buy	15,316 +4,582	+43%	+$833K	0.01%	1036
2025 Q1	$1.97M	Buy	10,734 +1,575	+17%	+$296K	0.01%	1167
2024 Q4	$1.69M	Sell	9,159 -366	-4%	-$68.9K	﹤0.01%	1241
2024 Q3	$1.76M	Buy	+9,525	New	+$1.69M	﹤0.01%	1206

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

Janney Montgomery Scott's VLU Position: Q2 2026 in Review

Janney Montgomery Scott increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 16% in Q2 2026, buying an estimated $395K and bringing the position to 12,240 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #1273.

Janney Montgomery Scott first reported a position in VLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.72M in Q3 2025. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Janney Montgomery Scott held 12,240 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.92M as of Q2 2026.
Janney Montgomery Scott bought 1,700 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $395K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1273 holding.
Janney Montgomery Scott first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2024 and has held it in 8 quarters since.
Janney Montgomery Scott's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $3.72M in Q3 2025.
119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.