Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Northwestern Mutual Wealth Management’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 		$4.48M Buy
20,849
+323
+2% +$70.8K ﹤0.01% 841
2025
Q4 		$4.32M Sell
20,526
-3,611
-15% -$747K ﹤0.01% 817
2025
Q3 		$4.93M Sell
24,137
-1,477
-6% -$293K ﹤0.01% 741
2025
Q2 		$4.92M Sell
25,614
-952
-4% -$173K ﹤0.01% 685
2025
Q1 		$4.88M Sell
26,566
-213
-0.8% -$40.1K ﹤0.01% 661
2024
Q4 		$4.93M Buy
26,779
+867
+3% +$163K ﹤0.01% 624
2024
Q3 		$4.78M Buy
25,912
+4,470
+21% +$794K ﹤0.01% 628
2024
Q2 		$3.69M Buy
21,442
+4,595
+27% +$787K ﹤0.01% 655
2024
Q1 		$2.95M Buy
16,847
+1,398
+9% +$231K ﹤0.01% 690
2023
Q4 		$2.48M Sell
15,449
-3,680
-19% -$548K ﹤0.01% 713
2023
Q3 		$2.77M Buy
19,129
+4,656
+32% +$698K ﹤0.01% 643
2023
Q2 		$2.15M Buy
14,473
+542
+4% +$77.5K ﹤0.01% 688
2023
Q1 		$1.98M Buy
13,931
+154
+1% +$22.1K ﹤0.01% 690
2022
Q4 		$1.93M Buy
13,777
+340
+3% +$47.3K ﹤0.01% 672
2022
Q3 		$1.69M Buy
13,437
+12,532
+1,385% +$1.75M ﹤0.01% 669
2022
Q2 		$121K Buy
+905
New +$132K ﹤0.01% 1579
2019
Q4 		– Sell
-35
Closed -$4K – 2633
2019
Q3 		$4K Sell
35
-183
-84% -$19K ﹤0.01% 2158
2019
Q2 		$23K Hold
218
– – ﹤0.01% 1678
2019
Q1 		$22K Hold
218
– – ﹤0.01% 1688
2018
Q4 		$20K Buy
+218
New +$21.9K ﹤0.01% 1588

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
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

Northwestern Mutual Wealth Management's VLU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 1.6% in Q1 2026, buying an estimated $70.8K and bringing the position to 20,849 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Northwestern Mutual Wealth Management first reported a position in VLU in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.93M in Q4 2024. 105 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Northwestern Mutual Wealth Management held 20,849 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $4.48M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 323 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $70.8K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #841 holding.
  • Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2018 and has held it in 20 quarters since.
  • Northwestern Mutual Wealth Management's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $4.93M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.