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

Nadler 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 		$31.4M Buy
131,660
+9,390
+8% +$2.18M 2.66% 14
2026
Q1 		$26.3M Buy
+122,270
New +$26.8M 2.53% 14

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Nadler Financial Group increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 7.7% in Q2 2026, buying an estimated $2.18M and bringing the position to 131,660 shares worth $31.4M. The position accounts for 2.66% of the portfolio, ranked #14.

Nadler Financial Group first reported a position in VLU in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Nadler Financial Group held 131,660 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $31.4M as of Q2 2026.
  • Nadler Financial Group bought 9,390 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $2.18M.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 2.66% of Nadler Financial Group's portfolio in Q2 2026, its #14 holding.
  • Nadler Financial Group 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.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.