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 Q3	$6.75M	Sell	28,231 -797	-3%	-$195K	2.07%	12
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StackStone Wealth Dubuque, Iowa $1.01B AUM

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $289M AUM 12.43% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

ShoreHaven Wealth Partners's VLU Position: Q3 2026 in Review

ShoreHaven Wealth Partners reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 2.7% in Q3 2026, selling an estimated $195K and leaving 28,231 shares worth $6.75M. The position accounts for 2.07% of the portfolio, ranked #12.

ShoreHaven Wealth Partners first reported a position in VLU in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.91M in Q2 2026. 71 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

ShoreHaven Wealth Partners held 28,231 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $6.75M as of Q3 2026.
ShoreHaven Wealth Partners sold 797 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $195K.
State Street SPDR S&P 1500 Value Tilt ETF made up 2.07% of ShoreHaven Wealth Partners's portfolio in Q3 2026, its #12 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 13 quarters since.
ShoreHaven Wealth Partners's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $6.91M in Q2 2026.
71 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.