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

MOR Wealth 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	$859K	Hold	3,607	–	–	0.34%	40
2026 Q1	$775K	Hold	3,607	–	–	0.36%	39
2025 Q4	$760K	Buy	+3,607	New	+$746K	0.35%	37

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

MOR Wealth Management's VLU Position: Q2 2026 in Review

MOR Wealth Management held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q2 2026 at 3,607 shares worth $859K. The position accounts for 0.34% of the portfolio, ranked #40.

MOR Wealth Management first reported a position in VLU in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

MOR Wealth Management held 3,607 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $859K as of Q2 2026.
MOR Wealth 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 0.34% of MOR Wealth Management's portfolio in Q2 2026, its #40 holding.
MOR Wealth Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2025 and has held it in 3 quarters since.
118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.