VLU SPDR S&P 1500 VALUE TILT ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  19 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPDR S&P 1500 VALUE TILT ETF (VLU) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows VLU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in SPDR S&P 1500 VALUE TILT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VLU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held VLU — position size vs. price
% of Fund (quarterly)    VLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 210 0% 0.00% $45K 2026-04-13 $224.95
2025 Q4 UNCHANGED 210 0% 0.00% $44K 2026-02-06 $224.61
2025 Q3 UNCHANGED 210 0% 0.00% $43K 2025-11-14 (Est.) $203.17
2025 Q2 UNCHANGED 210 0% 0.00% $40K 2025-08-04 $190.02
2025 Q1 UNCHANGED 210 0% 0.00% $39K 2025-04-23 $170.94
2024 Q4 UNCHANGED 210 0% 0.00% $39K 2025-02-10 $187.15
2024 Q3 UNCHANGED 210 0% 0.00% $39K 2024-10-28 $180.09
2024 Q2 UNCHANGED 210 0% 0.00% $36K 2024-08-06 $164.70
2024 Q1 ADDED 210 +73 +53.3% 0.00% $37K 2024-05-01 $160.25
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and VLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning VLU?

CREATIVE FINANCIAL DESIGNS INC /ADV reported VLU across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VLU position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for VLU was 0.00% in 2024 Q1.

What is the latest reported VLU position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 210 shares, equal to 0.00% of portfolio, with an estimated market value of $45K.

What does the chart on this VLU ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly VLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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