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

Kelly Financial Services’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
2024 Q4	–	Sell	-27,679	Closed	-$1.46M	–	125
2024 Q3	$1.46M	Buy	+27,679	New	+$1.41M	0.54%	34
2024 Q2	–	Sell	-163	Closed	-$7.97K	–	794
2024 Q1	$8.18K	Sell	163 -17,342	-99%	-$827K	﹤0.01%	451
2023 Q4	$816K	Buy	17,505 +17,343	+10,706%	+$748K	0.33%	43
2023 Q3	$6.67K	Sell	162 -23	-12%	-$996	﹤0.01%	424
2023 Q2	$7.99K	Buy	185 +1	+0.5%	+$41	﹤0.01%	388
2023 Q1	$7.49K	Sell	184 -24,507	-99%	-$993K	﹤0.01%	381
2022 Q4	$960K	Buy	+24,691	New	+$946K	0.51%	32

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's SPYV Position: Q4 2024 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 27,679 shares — an estimated $1.46M sold.

Kelly Financial Services first reported a position in SPYV in Q4 2022 and held it in 7 quarters. The position peaked at $1.46M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Kelly Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Kelly Financial Services sold 27,679 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $1.46M.
Kelly Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 7 quarters.
Kelly Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.46M in Q3 2024.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Kelly Financial Services's 13F filing for Q4 2024, filed 14 Jan 2025.