VLU
State Street SPDR S&P 1500 Value Tilt ETF
1W: +0.3%
1M: +2.2%
3M: +4.0%
YTD: +10.4%
1Y: +25.7%
3Y: +77.5%
5Y: +73.9%
$235.75
+1.84 (+0.79%)
Weekly Expected Move ±1.1%
$227
$229
$232
$234
$237
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$700M
Holdings1,498
Top 10 Wt18.8%
Volume4,533
Avg Volume12,855
Beta0.87
Portfolio Fundamentals
P/E29.0
P/B6.8
Div Yield1.89%
ROE25.0%
% Profitable85%
Inception2012-10-25
Sector Allocation
Financial Services
18.9%
Technology
17.5%
Healthcare
11.7%
Consumer Cyclical
10.3%
Communication Services
8.9%
Industrials
8.2%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | 2.93% | $20.5M | 77,543 |
| 2 | MICROSOFT CORP | MSFT | 2.62% | $18.3M | 43,644 |
| 3 | BERKSHIRE HATHAWAY INC CL B | BRK-B | 2.48% | $17.4M | 36,120 |
| 4 | APPLE INC | AAPL | 1.99% | $13.9M | 46,026 |
| 5 | ALPHABET INC CL C | GOOG | 1.80% | $12.6M | 32,689 |
| 6 | WALMART INC | WMT | 1.46% | $10.3M | 78,386 |
| 7 | VERIZON COMMUNICATIONS INC | VZ | 1.46% | $10.2M | 213,257 |
| 8 | JPMORGAN CHASE + CO | JPM | 1.37% | $9.6M | 31,687 |
| 9 | EXXON MOBIL CORP | XOM | 1.33% | $9.3M | 59,461 |
| 10 | UNITEDHEALTH GROUP INC | UNH | 1.32% | $9.3M | 24,213 |