Planning Strategies Inc.’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Planning Strategies Inc.’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	$31.1K	Buy	+131	New	+$30.4K	0.02%	203

Other funds holding VLU

Cambridge Investment Research Advisors

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

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

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

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

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

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

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Planning Strategies Inc.'s VLU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 131 shares worth $31.1K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings.

36 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Planning Strategies Inc. held 131 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $31.1K as of Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Planning Strategies Inc. position in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #203 holding.
36 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.