Concurrent Investment Advisors
VLU icon

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
Q2 		$677K Buy
2,844
+235
+9% +$54.5K 0.01% 1223
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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Concurrent Investment Advisors's VLU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 9% in Q2 2026, buying an estimated $54.5K and bringing the position to 2,844 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #1223.

Concurrent Investment Advisors first reported a position in VLU in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Concurrent Investment Advisors held 2,844 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $677K as of Q2 2026.
  • Concurrent Investment Advisors bought 235 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $54.5K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1223 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 3 quarters since.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.