SWP
VLU icon

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

ShoreHaven Wealth Partners’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 		$6.91M Sell
29,028
-173
-0.6% -$40.2K 2.18% 10
2026
Q1 		$6.28M Buy
29,201
+371
+1% +$81.3K 2.25% 13
2025
Q4 		$6.07M Sell
28,830
-119
-0.4% -$24.6K 2.18% 14
2025
Q3 		$5.91M Sell
28,949
-59
-0.2% -$11.7K 2.18% 14
2025
Q2 		$5.57M Sell
29,008
-1,587
-5% -$289K 2.28% 12
2025
Q1 		$5.62M Buy
30,595
+2,768
+10% +$521K 2.69% 10
2024
Q4 		$5.12M Sell
27,827
-294
-1% -$55.3K 2.42% 12
2024
Q3 		$5.19M Buy
28,121
+97
+0.3% +$17.2K 2.5% 12
2024
Q2 		$4.82M Sell
28,024
-2,125
-7% -$364K 2.53% 11
2024
Q1 		$5.29M Sell
30,149
-418
-1% -$69K 2.91% 9
2023
Q4 		$4.9M Buy
30,567
+24,106
+373% +$3.59M 2.98% 10
2023
Q3 		$934K Buy
+6,461
New +$969K 0.64% 34

Other funds holding VLU

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

ShoreHaven Wealth Partners's VLU Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.59% in Q2 2026, selling an estimated $40.2K and leaving 29,028 shares worth $6.91M. The position accounts for 2.18% of the portfolio, ranked #10.

ShoreHaven Wealth Partners first reported a position in VLU in Q3 2023 and has held it in 12 quarters since. 13 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • ShoreHaven Wealth Partners held 29,028 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $6.91M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 173 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $40.2K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 2.18% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • ShoreHaven Wealth Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2023 and has held it in 12 quarters since.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.