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

Morningstar Medalist Rating

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 Holdings19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.0825M
Technology

Berkshire Hathaway Inc Class B

2.9323M
Financial Services

Amazon.com Inc

2.8022M
Consumer Cyclical

Apple Inc

2.1917M
Technology

JPMorgan Chase & Co

1.4612M
Financial Services

Walmart Inc

1.3711M
Consumer Defensive

ExxonMobil Holdings Corp

1.3511M
Energy

UnitedHealth Group Inc

1.3210M
Healthcare

Verizon Communications Inc

1.3110M
Communication Services

Alphabet Inc Class C

1.3110M
Communication Services

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