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Steward Partners Investment Advisory’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Steward Partners Investment Advisory’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 		$68.6K Buy
319
+135
+73% +$29.6K ﹤0.01% 2604
2025
Q4 		$38.8K Hold
184
– – ﹤0.01% 2801
2025
Q3 		$37.6K Hold
184
– – ﹤0.01% 2752
2025
Q2 		$35.4K Hold
184
– – ﹤0.01% 2648
2025
Q1 		$33.8K Hold
184
– – ﹤0.01% 2572
2024
Q4 		$33.9K Sell
184
-16
-8% -$3.01K ﹤0.01% 2540
2024
Q3 		$36.9K Sell
200
-250
-56% -$44.4K ﹤0.01% 2385
2024
Q2 		$77.4K Buy
+450
New +$77K ﹤0.01% 1897

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
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

Steward Partners Investment Advisory's VLU Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 73% in Q1 2026, buying an estimated $29.6K and bringing the position to 319 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Steward Partners Investment Advisory first reported a position in VLU in Q2 2024 and has held it in 8 quarters since. The position peaked at $77.4K in Q2 2024. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Steward Partners Investment Advisory held 319 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $68.6K as of Q1 2026.
  • Steward Partners Investment Advisory bought 135 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $29.6K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2604 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $77.4K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.