MML Investors Services’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

MML Investors Services’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	$3.09M	Sell	14,355 -2,381	-14%	-$522K	0.01%	1081
2025 Q4	$3.53M	Buy	16,736 +1,583	+10%	+$328K	0.01%	1051
2025 Q3	$3.09M	Sell	15,153 -525	-3%	-$104K	0.01%	1077
2025 Q2	$3.01M	Buy	15,678 +5,623	+56%	+$1.02M	0.01%	1039
2025 Q1	$1.85M	Buy	10,055 +1,474	+17%	+$277K	0.01%	1223
2024 Q4	$1.58M	Buy	+8,581	New	+$1.62M	0.01%	1250
2022 Q2	–	Sell	-1,738	Closed	-$269K	–	2146
2022 Q1	$269K	Sell	1,738 -848	-33%	-$130K	﹤0.01%	1800
2021 Q4	$403K	Sell	2,586 -888	-26%	-$135K	﹤0.01%	1531
2021 Q3	$502K	Buy	3,474 +833	+32%	+$123K	﹤0.01%	1353
2021 Q2	$387K	Buy	+2,641	New	+$384K	﹤0.01%	1473

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MML Investors Services's VLU Position: Q1 2026 in Review

MML Investors Services reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 14% in Q1 2026, selling an estimated $522K and leaving 14,355 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #1081.

MML Investors Services first reported a position in VLU in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.53M in Q4 2025. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

MML Investors Services held 14,355 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $3.09M as of Q1 2026.
MML Investors Services sold 2,381 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $522K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1081 holding.
MML Investors Services first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2021 and has held it in 10 quarters since.
MML Investors Services's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $3.53M in Q4 2025.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.