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

Partners 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
Q3 		$2.42M Buy
+10,124
New +$2.48M 0.25% 78

Other funds holding VLU

Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

Partners Wealth Management's VLU Position: Q3 2026 in Review

Partners Wealth Management opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2026: 10,124 shares worth $2.42M. The stake represents 0.25% of the portfolio and ranks #78 among its holdings.

37 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • Partners Wealth Management held 10,124 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.42M as of Q3 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF was a new Partners Wealth Management position in Q3 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.25% of Partners Wealth Management's portfolio in Q3 2026, its #78 holding.
  • 37 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.