Kaizen Financial Strategies’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Kaizen Financial Strategies’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Buy	5,154 +396	+8%	+$23.7K	0.1%	134
2026 Q1	$279K	Buy	4,758 +18	+0.4%	+$1.04K	0.12%	132
2025 Q4	$269K	Buy	4,740 +475	+11%	+$26.7K	0.12%	136
2025 Q3	$236K	Buy	+4,265	New	+$230K	0.11%	136
2025 Q1	–	Sell	-5,068	Closed	-$259K	–	149
2024 Q4	$259K	Buy	5,068 +21	+0.4%	+$1.12K	0.15%	104
2024 Q3	$267K	Buy	5,047 +16	+0.3%	+$814	0.15%	109
2024 Q2	$256K	Buy	+5,031	New	+$246K	0.16%	101
2023 Q2	–	Sell	-12,092	Closed	-$492K	–	121
2023 Q1	$492K	Sell	12,092 -34,086	-74%	-$1.38M	0.49%	40
2022 Q4	$1.9M	Buy	46,178 +4,358	+10%	+$167K	1.88%	13
2022 Q3	$1.44M	Buy	41,820 +7,687	+23%	+$292K	1.46%	20
2022 Q2	$1.26M	Buy	34,133 +3,424	+11%	+$136K	1.24%	24
2022 Q1	$1.28M	Buy	30,709 +7,010	+30%	+$289K	1.01%	28
2021 Q4	$995K	Buy	23,699 +15,294	+182%	+$624K	0.75%	39
2021 Q3	$328K	Buy	+8,405	New	+$336K	0.26%	94

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kaizen Financial Strategies's SPYV Position: Q2 2026 in Review

Kaizen Financial Strategies increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.3% in Q2 2026, buying an estimated $23.7K and bringing the position to 5,154 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #134.

Kaizen Financial Strategies first reported a position in SPYV in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.9M in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Kaizen Financial Strategies held 5,154 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $314K as of Q2 2026.
Kaizen Financial Strategies bought 396 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $23.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Kaizen Financial Strategies's portfolio in Q2 2026, its #134 holding.
Kaizen Financial Strategies first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2021 and has held it in 14 quarters since.
Kaizen Financial Strategies's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.9M in Q4 2022.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.