RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.2M	Buy	9,251 +8,974	+3,240%	+$2.08M	0.28%	39
2026 Q1	$59.5K	Buy	277 +1	+0.4%	+$219	0.01%	151
2025 Q4	$58K	Buy	276 +2	+0.7%	+$414	0.01%	152
2025 Q3	$56K	Buy	+274	New	+$54.4K	0.01%	155

Other funds holding VLU

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VLU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3,240% in Q2 2026, buying an estimated $2.08M and bringing the position to 9,251 shares worth $2.2M. The position accounts for 0.28% of the portfolio, ranked #39.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VLU in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 9,251 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.2M as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 8,974 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $2.08M.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.28% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #39 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.