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

Shelton Capital 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	$1.95M	Buy	8,173 +939	+13%	+$218K	0.04%	207
2026 Q1	$1.56M	Buy	+7,234	New	+$1.59M	0.03%	236

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

Shelton Capital Management's VLU Position: Q2 2026 in Review

Shelton Capital Management increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 13% in Q2 2026, buying an estimated $218K and bringing the position to 8,173 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #207.

Shelton Capital Management first reported a position in VLU in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Shelton Capital Management held 8,173 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $1.95M as of Q2 2026.
Shelton Capital Management bought 939 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $218K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.04% of Shelton Capital Management's portfolio in Q2 2026, its #207 holding.
Shelton Capital Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2026 and has held it in 2 quarters since.
119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.