Kera Capital Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Kera Capital Partners’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	$3.62M	Sell	59,506 -142	-0.2%	-$8.5K	0.35%	52
2026 Q1	$3.37M	Buy	59,648 +1,607	+3%	+$93.2K	0.41%	48
2025 Q4	$3.38M	Buy	58,041 +5,588	+11%	+$314K	0.42%	51
2025 Q3	$2.9M	Buy	52,453 +1,475	+3%	+$79.4K	0.44%	52
2025 Q2	$2.67M	Buy	50,978 +36,993	+265%	+$1.85M	0.53%	46
2025 Q1	$714K	Buy	13,985 +444	+3%	+$23K	0.21%	53
2024 Q4	$692K	Buy	+13,541	New	+$721K	0.2%	52

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

Kera Capital Partners's SPYV Position: Q2 2026 in Review

Kera Capital Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.24% in Q2 2026, selling an estimated $8.5K and leaving 59,506 shares worth $3.62M. The position accounts for 0.35% of the portfolio, ranked #52.

Kera Capital Partners first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Kera Capital Partners held 59,506 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.62M as of Q2 2026.
Kera Capital Partners sold 142 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $8.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.35% of Kera Capital Partners's portfolio in Q2 2026, its #52 holding.
Kera Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.