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

Concurrent 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 		$561K Buy
2,609
+2
+0.1% +$438 0.01% 1157
2025
Q4 		$549K Buy
+2,607
New +$539K 0.01% 1107

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
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

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

Concurrent Investment Advisors increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.08% in Q1 2026, buying an estimated $438 and bringing the position to 2,609 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #1157.

Concurrent Investment Advisors first reported a position in VLU in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Concurrent Investment Advisors held 2,609 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $561K as of Q1 2026.
  • Concurrent Investment Advisors bought 2 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $438.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1157 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.