Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-1,099
Closed -$202K – 1649
2025
Q1 		$202K Buy
+1,099
New +$207K ﹤0.01% 1503

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Envestnet Portfolio Solutions's VLU Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2025, closing a stake of 1,099 shares — an estimated $202K sold.

Envestnet Portfolio Solutions first reported a position in VLU in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 88 funds tracked by Wall St. Rank hold VLU as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,099 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2025, an estimated $202K.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $202K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.