SEC 13F Intelligence

Usadvisors Wealth Management, LLC / VLU

Usadvisors Wealth Management, LLC’s Spdr Series Trust Position

Does Usadvisors Wealth Management, LLC own Spdr Series Trust (VLU)? Yes — 22.6K shares worth $5M (+1.58% of its 13F portfolio) as of Q1 2026, up from 22.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
22.6K
% of Portfolio
+1.58%
Quarters Held
6
currently held

Position History VLU

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.6K$5M+1.58%
Q4 202522.0K$5M+1.53%
Q3 202520.7K$4M+1.46%
Q2 202518.3K$4M+1.31%
Q1 202517.3K$3M+1.11%
Q4 202412.9K$2M+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of VLU.