State Street® SPDR® S&P® 1500 Value Tilt ETF VLU

Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis VLU

Will VLU outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street® SPDR® S&P® 1500 ValTiltETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings VLU

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.13 24M
Technology

Amazon.com Inc

2.70 20M
Consumer Cyclical

Berkshire Hathaway Inc Class B

2.57 19M
Financial Services

Apple Inc

2.11 16M
Technology

Alphabet Inc Class C

1.56 12M
Communication Services

Meta Platforms Inc Class A

1.48 11M
Communication Services

JPMorgan Chase & Co

1.45 11M
Financial Services

Verizon Communications Inc

1.35 10M
Communication Services

ExxonMobil Holdings Corp

1.34 10M
Energy

UnitedHealth Group Inc

1.22 9M
Healthcare

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