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

StackStone Wealth’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	$17.3M	Buy	+72,513	New	+$17.7M	1.71%	7

Other funds holding VLU

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

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

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 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

StackStone Wealth's VLU Position: Q3 2026 in Review

StackStone Wealth opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2026: 72,513 shares worth $17.3M. The stake represents 1.71% of the portfolio and ranks #7 among its holdings.

37 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

StackStone Wealth held 72,513 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $17.3M as of Q3 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new StackStone Wealth position in Q3 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 1.71% of StackStone Wealth's portfolio in Q3 2026, its #7 holding.
37 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.