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 Q2	$4.21M	Buy	17,669 +3,314	+23%	+$769K	0.01%	1086
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 $445B AUM 25.58% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

MML Investors Services's VLU Position: Q2 2026 in Review

MML Investors Services increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 23% in Q2 2026, buying an estimated $769K and bringing the position to 17,669 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #1086.

MML Investors Services first reported a position in VLU in Q2 2021 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

MML Investors Services held 17,669 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $4.21M as of Q2 2026.
MML Investors Services bought 3,314 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $769K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1086 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 11 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 MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.