World Investment Advisors’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

World Investment Advisors’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 Q1	$1.72M	Sell	7,986 -328	-4%	-$71.9K	0.03%	535
2025 Q4	$1.75M	Sell	8,314 -15	-0.2%	-$3.1K	0.03%	507
2025 Q3	$1.7M	Sell	8,329 -6	-0.1%	-$1.19K	0.03%	442
2025 Q2	$1.6M	Sell	8,335 -837	-9%	-$152K	0.04%	418
2025 Q1	$1.69M	Sell	9,172 -2,531	-22%	-$476K	0.04%	384
2024 Q4	$2.15M	Buy	11,703 +1,031	+10%	+$194K	0.06%	316
2024 Q3	$1.97M	Buy	10,672 +2,892	+37%	+$514K	0.06%	304
2024 Q2	$1.34M	Sell	7,780 -1,516	-16%	-$260K	0.08%	219
2024 Q1	$1.63M	Buy	+9,296	New	+$1.54M	0.23%	92

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

World Investment Advisors's VLU Position: Q1 2026 in Review

World Investment Advisors reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3.9% in Q1 2026, selling an estimated $71.9K and leaving 7,986 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #535.

World Investment Advisors first reported a position in VLU in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q4 2024. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

World Investment Advisors held 7,986 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $1.72M as of Q1 2026.
World Investment Advisors sold 328 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $71.9K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.03% of World Investment Advisors's portfolio in Q1 2026, its #535 holding.
World Investment Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2024 and has held it in 9 quarters since.
World Investment Advisors's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $2.15M in Q4 2024.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.