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 Q2	$4.35M	Sell	18,266 -2,583	-12%	-$600K	﹤0.01%	917
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 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 22.9% 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

Northwestern Mutual Wealth Management's VLU Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 12% in Q2 2026, selling an estimated $600K and leaving 18,266 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Northwestern Mutual Wealth Management first reported a position in VLU in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.93M in Q4 2024. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Northwestern Mutual Wealth Management held 18,266 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $4.35M as of Q2 2026.
Northwestern Mutual Wealth Management sold 2,583 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $600K.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #917 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 21 quarters since.
Northwestern Mutual Wealth Management's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $4.93M in Q4 2024.
119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.