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

SignatureFD’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	$71.7K	Hold	300	–	–	﹤0.01%	1744
2026 Q2	$71.5K	Hold	300	–	–	﹤0.01%	1654
2026 Q1	$64.5K	Buy	+300	New	+$65.7K	﹤0.01%	1578
2025 Q4	–	Hold	0	–	–	–	3381
2025 Q3	–	Hold	0	–	–	–	3363
2025 Q2	–	Hold	0	–	–	–	3245
2025 Q1	–	Hold	0	–	–	–	3309
2024 Q4	–	Hold	0	–	–	–	3289
2024 Q3	–	Hold	0	–	–	–	3225
2024 Q2	–	Sell	-41	Closed	-$7.02K	–	3106
2024 Q1	$7.2K	Buy	+41	New	+$6.77K	﹤0.01%	2423

Other funds holding VLU

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

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

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

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

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

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

RWIA

Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

SignatureFD's VLU Position: Q3 2026 in Review

SignatureFD held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q3 2026 at 300 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

SignatureFD first reported a position in VLU in Q1 2024 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

SignatureFD held 300 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $71.7K as of Q3 2026.
SignatureFD left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q3 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1744 holding.
SignatureFD first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2024 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.