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

Mariner’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 		– Sell
-1,314
Closed -$277K – 3849
2025
Q4 		$277K Buy
1,314
+3
+0.2% +$621 ﹤0.01% 2914
2025
Q3 		$268K Buy
1,311
+2
+0.2% +$397 ﹤0.01% 2915
2025
Q2 		$251K Buy
+1,309
New +$238K ﹤0.01% 2867
2024
Q3 		– Sell
-6,108
Closed -$1.05M – 3398
2024
Q2 		$1.05M Buy
6,108
+260
+4% +$44.5K ﹤0.01% 1472
2024
Q1 		$1.03M Buy
5,848
+315
+6% +$52K ﹤0.01% 1483
2023
Q4 		$887K Buy
+5,533
New +$824K ﹤0.01% 1514

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
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

Mariner's VLU Position: Q1 2026 in Review

Mariner sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2026, closing a stake of 1,314 shares — an estimated $277K sold.

Mariner first reported a position in VLU in Q4 2023 and held it in 6 quarters. The position peaked at $1.05M in Q2 2024. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Mariner reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2026 after selling out during the quarter.
  • Mariner sold 1,314 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $277K.
  • Mariner first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2023 and held it in 6 quarters.
  • Mariner's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $1.05M in Q2 2024.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.