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

Merit 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
2026
Q2 		$2M Sell
8,377
-274
-3% -$63.6K 0.01% 754
2026
Q1 		$1.86M Buy
8,651
+16
+0.2% +$3.51K 0.01% 707
2025
Q4 		$1.82M Buy
8,635
+18
+0.2% +$3.73K 0.01% 684
2025
Q3 		$1.76M Buy
8,617
+18
+0.2% +$3.57K 0.02% 631
2025
Q2 		$1.65M Sell
8,599
-120
-1% -$21.8K 0.02% 588
2025
Q1 		$1.6M Buy
8,719
+18
+0.2% +$3.38K 0.02% 492
2024
Q4 		$1.6M Buy
8,701
+607
+7% +$114K 0.03% 399
2024
Q3 		$1.49M Sell
8,094
-567
-7% -$101K 0.03% 336
2024
Q2 		$1.49M Sell
8,661
-32
-0.4% -$5.48K 0.03% 327
2024
Q1 		$1.47M Sell
8,693
-677
-7% -$112K 0.04% 320
2023
Q4 		$1.5M Sell
9,370
-5,898
-39% -$878K 0.05% 238
2023
Q3 		$2.21M Sell
15,268
-659
-4% -$98.8K 0.07% 202
2023
Q2 		$2.37M Sell
15,927
-762
-5% -$109K 0.08% 197
2023
Q1 		$2.37M Sell
16,689
-4,219
-20% -$606K 0.09% 182
2022
Q4 		$2.92M Sell
20,908
-5,389
-20% -$750K 0.11% 142
2022
Q3 		$3.31M Buy
+26,297
New +$3.66M 0.14% 97

Other funds holding VLU

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Merit Financial Group's VLU Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3.2% in Q2 2026, selling an estimated $63.6K and leaving 8,377 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #754.

Merit Financial Group first reported a position in VLU in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.31M in Q3 2022. 13 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Merit Financial Group held 8,377 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2M as of Q2 2026.
  • Merit Financial Group sold 274 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $63.6K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #754 holding.
  • Merit Financial Group first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2022 and has held it in 16 quarters since.
  • Merit Financial Group's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $3.31M in Q3 2022.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.