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Key Capital Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Key Capital Management’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 		$3.92K Hold
16
– – ﹤0.01% 477
2026
Q1 		$3.52K Buy
+16
New +$3.51K ﹤0.01% 438

Other funds holding VLU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Key Capital Management's VLU Position: Q2 2026 in Review

Key Capital Management held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q2 2026 at 16 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Key Capital Management first reported a position in VLU in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Key Capital Management held 16 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $3.92K as of Q2 2026.
  • Key Capital Management left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #477 holding.
  • Key Capital Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.