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

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