Kerr Financial Planning’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
Kerr Financial Planning's SPYV Position: Q2 2026 in Review
Kerr Financial Planning increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 78% in Q2 2026, buying an estimated $7.78K and bringing the position to 296 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #301.
Kerr Financial Planning first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- Kerr Financial Planning held 296 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18K as of Q2 2026.
- Kerr Financial Planning bought 130 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $7.78K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #301 holding.
- Kerr Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 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 Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.