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

Raffa 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 Q2	$2.2M	Buy	9,251 +8,974	+3,240%	+$2.08M	0.28%	39
2026 Q1	$59.5K	Buy	277 +1	+0.4%	+$219	0.01%	151
2025 Q4	$58K	Buy	276 +2	+0.7%	+$414	0.01%	152
2025 Q3	$56K	Buy	+274	New	+$54.4K	0.01%	155

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

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

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

Raffa Wealth Management's VLU Position: Q2 2026 in Review

Raffa Wealth Management increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3,240% in Q2 2026, buying an estimated $2.08M and bringing the position to 9,251 shares worth $2.2M. The position accounts for 0.28% of the portfolio, ranked #39.

Raffa Wealth Management first reported a position in VLU in Q3 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Raffa Wealth Management held 9,251 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.2M as of Q2 2026.
Raffa Wealth Management bought 8,974 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $2.08M.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.28% of Raffa Wealth Management's portfolio in Q2 2026, its #39 holding.
Raffa Wealth Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2025 and has held it in 4 quarters since.
114 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.