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

Pacific Sun Financial’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 		$213K Hold
990
– – 0.1% 194
2025
Q4 		$209K Hold
990
– – 0.1% 194
2025
Q3 		$202K Buy
+990
New +$196K 0.1% 190

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

Pacific Sun Financial's VLU Position: Q1 2026 in Review

Pacific Sun Financial held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q1 2026 at 990 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #194.

Pacific Sun Financial first reported a position in VLU in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Pacific Sun Financial held 990 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $213K as of Q1 2026.
  • Pacific Sun Financial left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.1% of Pacific Sun Financial's portfolio in Q1 2026, its #194 holding.
  • Pacific Sun Financial first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2025 and has held it in 3 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 Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.