Keystone Financial Group (Kentucky)’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Keystone Financial Group (Kentucky)’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	$441K	Buy	2,053 +3	+0.1%	+$657	0.03%	319
2025 Q4	$432K	Buy	2,050 +167	+9%	+$34.6K	0.03%	281
2025 Q3	$384K	Buy	1,883 +123	+7%	+$24.4K	0.03%	280
2025 Q2	$338K	Buy	1,760 +59	+3%	+$10.7K	0.03%	296
2025 Q1	$313K	Buy	1,701 +36	+2%	+$6.77K	0.03%	284
2024 Q4	$306K	Buy	1,665 +89	+6%	+$16.8K	0.03%	292
2024 Q3	$291K	Buy	+1,576	New	+$280K	0.04%	284
2024 Q2	–	Sell	-1,179	Closed	-$207K	–	322
2024 Q1	$207K	Buy	+1,179	New	+$195K	0.03%	327

Other funds holding VLU

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Keystone Financial Group (Kentucky)'s VLU Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.15% in Q1 2026, buying an estimated $657 and bringing the position to 2,053 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #319.

Keystone Financial Group (Kentucky) first reported a position in VLU in Q1 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

Keystone Financial Group (Kentucky) held 2,053 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $441K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 3 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $657.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #319 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2024 and has held it in 8 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 Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.