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Newbridge Financial Services Group’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Newbridge Financial Services Group’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
-21
Closed -$3.86K – 1363
2025
Q1 		$3.86K Hold
21
– – ﹤0.01% 832
2024
Q4 		$3.87K Hold
21
– – ﹤0.01% 892
2024
Q3 		$3.87K Buy
+21
New +$3.73K ﹤0.01% 525

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 $38.8B AUM 21.88% 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 $231M AUM 11.35% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Newbridge Financial Services Group's VLU Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2025, closing a stake of 21 shares — an estimated $3.86K sold.

Newbridge Financial Services Group first reported a position in VLU in Q3 2024 and held it in 3 quarters. The position peaked at $3.87K in Q3 2024. 88 funds tracked by Wall St. Rank hold VLU as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 21 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2025, an estimated $3.86K.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2024 and held it in 3 quarters.
  • Newbridge Financial Services Group's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $3.87K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.