KCFA
Key Client Fiduciary Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
6,432
+214
| +3% | +$11.2K | 0.14% | 143 |
|
|
2025
Q1 | $318K | Buy |
6,218
+1,049
| +20% | +$53.6K | 0.14% | 142 |
|
|
2024
Q4 | $264K | Buy |
5,169
+138
| +3% | +$7.06K | 0.12% | 157 |
|
|
2024
Q3 | $266K | Buy |
5,031
+849
| +20% | +$44.9K | 0.12% | 158 |
|
|
2024
Q2 | $204K | Buy |
+4,182
| New | +$204K | 0.1% | 175 |
|