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

Sound Income Strategies’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 		– Sell
-114
Closed -$24.7K – 2336
2026
Q1 		$24.7K Hold
114
– – ﹤0.01% 1100
2025
Q4 		$24.9K Hold
114
– – ﹤0.01% 1066
2025
Q3 		$23.2K Hold
114
– – ﹤0.01% 772
2025
Q2 		$21.9K Hold
114
– – ﹤0.01% 731
2025
Q1 		$21K Buy
+114
New +$21.4K ﹤0.01% 712

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
GK
Graney & King Latham, New York $278M AUM 20.47% 1-Year Est. Return

Sound Income Strategies's VLU Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026, closing a stake of 114 shares — an estimated $24.7K sold.

Sound Income Strategies first reported a position in VLU in Q1 2025 and held it in 5 quarters. The position peaked at $24.9K in Q4 2025. 96 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 114 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $24.7K.
  • Sound Income Strategies first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2025 and held it in 5 quarters.
  • Sound Income Strategies's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $24.9K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.