Wealth Enhancement Advisory Services
VLU icon

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

Wealth Enhancement Advisory Services’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 		$407K Sell
1,671
-25
-1% -$6.12K ﹤0.01% 3034
2026
Q2 		$409K Buy
1,696
+62
+4% +$14.4K ﹤0.01% 2883
2026
Q1 		$354K Sell
1,634
-549
-25% -$120K ﹤0.01% 2623
2025
Q4 		$472K Sell
2,183
-595
-21% -$123K ﹤0.01% 2523
2025
Q3 		$568K Buy
2,778
+43
+2% +$8.53K ﹤0.01% 2262
2025
Q2 		$536K Sell
2,735
-218
-7% -$39.6K ﹤0.01% 2178
2025
Q1 		$543K Buy
2,953
+1,632
+124% +$307K ﹤0.01% 1998
2024
Q4 		$243K Sell
1,321
-607
-31% -$114K ﹤0.01% 2552
2024
Q3 		$356K Buy
1,928
+21
+1% +$3.73K ﹤0.01% 2059
2024
Q2 		$328K Buy
+1,907
New +$326K ﹤0.01% 1921
2024
Q1 		– Sell
-1,817
Closed -$291K – 2581
2023
Q4 		$291K Buy
+1,817
New +$270K ﹤0.01% 1837

Other funds holding VLU

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
FF
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
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Wealth Enhancement Advisory Services's VLU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 1.5% in Q3 2026, selling an estimated $6.12K and leaving 1,671 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #3034.

Wealth Enhancement Advisory Services first reported a position in VLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $568K in Q3 2025. 13 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,671 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $407K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 25 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $6.12K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3034 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $568K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.