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 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

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

Professional Financial Advisors's VLU Position: Q2 2026 in Review

Professional Financial Advisors opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 870 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Professional Financial Advisors previously reported a position in VLU as recently as Q3 2025.

Professional Financial Advisors first reported a position in VLU in Q4 2019 and has held it in 22 quarters since. The position peaked at $820K in Q4 2020. 118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Professional Financial Advisors held 870 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $207K as of Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Professional Financial Advisors position in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #146 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 22 quarters since.
Professional Financial Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $820K in Q4 2020.
118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.