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 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

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 22.96% 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

Wealth Enhancement Advisory Services's VLU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,696 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Wealth Enhancement Advisory Services first reported a position in VLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $568K in Q3 2025. 118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Wealth Enhancement Advisory Services held 1,696 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $409K as of Q2 2026.
Wealth Enhancement Advisory Services bought 62 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $14.4K.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2883 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 10 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $568K in Q3 2025.
118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.