Wealthcare Advisory Partners’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Wealthcare Advisory Partners’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	$540K	Buy	2,267 +163	+8%	+$37.8K	0.01%	692
2026 Q1	$452K	Buy	2,104 +103	+5%	+$22.6K	0.01%	731
2025 Q4	$421K	Buy	2,001 +47	+2%	+$9.72K	0.01%	754
2025 Q3	$399K	Buy	1,954 +150	+8%	+$29.8K	0.01%	743
2025 Q2	$347K	Buy	1,804 +234	+15%	+$42.6K	0.01%	746
2025 Q1	$289K	Buy	1,570 +110	+8%	+$20.7K	0.01%	753
2024 Q4	$269K	Buy	+1,460	New	+$275K	0.01%	753
2024 Q1	–	Sell	-2,130	Closed	-$341K	–	833
2023 Q4	$341K	Sell	2,130 -46	-2%	-$6.85K	0.01%	572
2023 Q3	$315K	Sell	2,176 -480	-18%	-$72K	0.01%	538
2023 Q2	$395K	Sell	2,656 -541	-17%	-$77.3K	0.02%	497
2023 Q1	$454K	Sell	3,197 -988	-24%	-$142K	0.02%	481
2022 Q4	$585K	Buy	4,185 +16	+0.4%	+$2.23K	0.03%	382
2022 Q3	$525K	Sell	4,169 -523	-11%	-$72.9K	0.03%	352
2022 Q2	$628K	Sell	4,692 -1,718	-27%	-$250K	0.04%	280
2022 Q1	$993K	Buy	6,410 +1,006	+19%	+$154K	0.06%	196
2021 Q4	$841K	Buy	5,404 +659	+14%	+$100K	0.05%	225
2021 Q3	$686K	Buy	4,745 +1,277	+37%	+$188K	0.04%	256
2021 Q2	$508K	Buy	3,468 +161	+5%	+$23.4K	0.03%	320
2021 Q1	$459K	Buy	+3,307	New	+$437K	0.03%	309

Other funds holding VLU

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

SWP

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

RWIA

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealthcare Advisory Partners's VLU Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 7.7% in Q2 2026, buying an estimated $37.8K and bringing the position to 2,267 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #692.

Wealthcare Advisory Partners first reported a position in VLU in Q1 2021 and has held it in 19 quarters since. The position peaked at $993K in Q1 2022. 13 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Wealthcare Advisory Partners held 2,267 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $540K as of Q2 2026.
Wealthcare Advisory Partners bought 163 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $37.8K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #692 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2021 and has held it in 19 quarters since.
Wealthcare Advisory Partners's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $993K in Q1 2022.
13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.