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

USAdvisors Wealth Management’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 		$5.45M Buy
22,819
+770
+3% +$188K 1.55% 20
2026
Q2 		$5.25M Sell
22,049
-561
-2% -$130K 1.51% 21
2026
Q1 		$4.76M Buy
22,610
+575
+3% +$126K 1.58% 18
2025
Q4 		$4.64M Buy
22,035
+1,343
+6% +$278K 1.53% 20
2025
Q3 		$4.22M Buy
20,692
+2,385
+13% +$473K 1.46% 24
2025
Q2 		$3.52M Buy
18,307
+1,032
+6% +$188K 1.31% 27
2025
Q1 		$3.18M Buy
17,275
+4,350
+34% +$818K 1.11% 26
2024
Q4 		$2.38M Buy
+12,925
New +$2.43M 0.77% 36

Other funds holding VLU

Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return

USAdvisors Wealth Management's VLU Position: Q3 2026 in Review

USAdvisors Wealth Management increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3.5% in Q3 2026, buying an estimated $188K and bringing the position to 22,819 shares worth $5.45M. The position accounts for 1.55% of the portfolio, ranked #20.

USAdvisors Wealth Management first reported a position in VLU in Q4 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • USAdvisors Wealth Management held 22,819 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $5.45M as of Q3 2026.
  • USAdvisors Wealth Management bought 770 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $188K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 1.55% of USAdvisors Wealth Management's portfolio in Q3 2026, its #20 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.