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

Professional Financial Advisors’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	$208K	Buy	872 +2	+0.2%	+$489	0.04%	136
2026 Q2	$207K	Buy	+870	New	+$202K	0.04%	146
2025 Q4	–	Sell	-1,009	Closed	-$206K	–	137
2025 Q3	$206K	Buy	+1,009	New	+$200K	0.04%	123
2025 Q2	–	Sell	-1,124	Closed	-$207K	–	120
2025 Q1	$207K	Sell	1,124 -37	-3%	-$6.96K	0.05%	107
2024 Q4	$214K	Sell	1,161 -38	-3%	-$7.15K	0.05%	103
2024 Q3	$221K	Buy	1,199 +1	+0.1%	+$178	0.06%	101
2024 Q2	$206K	Sell	1,198 -1	-0.1%	-$171	0.06%	99
2024 Q1	$210K	Sell	1,199 -109	-8%	-$18K	0.06%	99
2023 Q4	$210K	Buy	+1,308	New	+$195K	0.07%	91
2023 Q3	–	Sell	-1,389	Closed	-$206K	–	95
2023 Q2	$206K	Sell	1,389 -254	-15%	-$36.3K	0.11%	73
2023 Q1	$255K	Buy	1,643 +199	+14%	+$28.6K	0.15%	57
2022 Q4	$202K	Sell	1,444 -95	-6%	-$13.2K	0.14%	74
2022 Q3	$194K	Sell	1,539 -7	-0.5%	-$975	0.12%	73
2022 Q2	$207K	Sell	1,546 -97	-6%	-$14.1K	0.12%	79
2022 Q1	$255K	Sell	1,643 -29	-2%	-$4.44K	0.11%	72
2021 Q4	$260K	Buy	1,672 +6	+0.4%	+$912	0.11%	94
2021 Q3	$241K	Buy	1,666 +6	+0.4%	+$884	0.14%	80
2021 Q2	$242K	Buy	1,660 +5	+0.3%	+$728	0.13%	86
2021 Q1	$230K	Sell	1,655 -5,109	-76%	-$675K	0.14%	81
2020 Q4	$820K	Sell	6,764 -1	-0%	-$112	0.65%	37
2020 Q3	$678K	Buy	6,765 +353	+6%	+$36.2K	0.63%	36
2020 Q2	$627K	Buy	+6,412	New	+$601K	0.82%	33
2020 Q1	–	Sell	-2,442	Closed	-$276K	–	78
2019 Q4	$276K	Buy	+2,442	New	+$266K	0.26%	70

Other funds holding VLU

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CPA

Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Professional Financial Advisors's VLU Position: Q3 2026 in Review

Professional Financial Advisors increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.23% in Q3 2026, buying an estimated $489 and bringing the position to 872 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #136.

Professional Financial Advisors first reported a position in VLU in Q4 2019 and has held it in 23 quarters since. The position peaked at $820K in Q4 2020. 13 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

Professional Financial Advisors held 872 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $208K as of Q3 2026.
Professional Financial Advisors bought 2 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $489.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.04% of Professional Financial Advisors's portfolio in Q3 2026, its #136 holding.
Professional Financial Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2019 and has held it in 23 quarters since.
Professional Financial Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $820K in Q4 2020.
13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.