Key Client Fiduciary Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Key Client Fiduciary Advisors’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	$400K	Hold	6,581	–	–	0.12%	148
2026 Q1	$372K	Buy	6,581 +35	+0.5%	+$2.03K	0.13%	143
2025 Q4	$372K	Buy	6,546 +33	+0.5%	+$1.85K	0.13%	142
2025 Q3	$360K	Buy	6,513 +81	+1%	+$4.36K	0.12%	148
2025 Q2	$337K	Buy	6,432 +214	+3%	+$10.7K	0.14%	145
2025 Q1	$318K	Buy	6,218 +1,049	+20%	+$54.4K	0.14%	144
2024 Q4	$264K	Buy	5,169 +138	+3%	+$7.34K	0.12%	159
2024 Q3	$266K	Buy	5,031 +849	+20%	+$43.2K	0.12%	160
2024 Q2	$204K	Buy	+4,182	New	+$204K	0.1%	177

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

Key Client Fiduciary Advisors's SPYV Position: Q2 2026 in Review

Key Client Fiduciary Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 6,581 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #148.

Key Client Fiduciary Advisors first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Key Client Fiduciary Advisors held 6,581 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $400K as of Q2 2026.
Key Client Fiduciary Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #148 holding.
Key Client Fiduciary Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 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 Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.