KCM
SPYV icon

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

Key Capital Management’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 		$599K Buy
9,854
+852
+9% +$51K 0.31% 43
2026
Q1 		$509K Buy
9,002
+8,562
+1,946% +$497K 0.34% 44
2025
Q4 		$25K Buy
+440
New +$24.7K 0.02% 199

Other funds holding SPYV

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Key Capital Management's SPYV Position: Q2 2026 in Review

Key Capital Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 9.5% in Q2 2026, buying an estimated $51K and bringing the position to 9,854 shares worth $599K. The position accounts for 0.31% of the portfolio, ranked #43.

Key Capital Management first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Key Capital Management held 9,854 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $599K as of Q2 2026.
  • Key Capital Management bought 852 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $51K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.31% of Key Capital Management's portfolio in Q2 2026, its #43 holding.
  • Key Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.