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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

SignatureFD's VLU Position: Q1 2026 in Review

SignatureFD opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2026: 300 shares worth $64.5K. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings. This is a return to the name: SignatureFD previously reported a position in VLU as recently as Q1 2024.

SignatureFD first reported a position in VLU in Q1 2024 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

SignatureFD held 300 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $64.5K as of Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new SignatureFD position in Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1578 holding.
SignatureFD first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2024 and has held it in 2 quarters since.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.