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 Q2	$84.3K	Buy	354 +35	+11%	+$8.12K	﹤0.01%	2679
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Steward Partners Investment Advisory's VLU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 11% in Q2 2026, buying an estimated $8.12K and bringing the position to 354 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Steward Partners Investment Advisory first reported a position in VLU in Q2 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Steward Partners Investment Advisory held 354 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $84.3K as of Q2 2026.
Steward Partners Investment Advisory bought 35 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $8.12K.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2679 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 9 quarters since.
119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.