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

Key Financial Inc’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	$9.24M	Buy	152,069 +78	+0.1%	+$4.67K	1.51%	14
2026 Q1	$8.6M	Buy	151,991 +3,227	+2%	+$187K	1.53%	11
2025 Q4	$8.45M	Sell	148,764 -3,385	-2%	-$190K	1.54%	11
2025 Q3	$8.44M	Sell	152,149 -1,495	-1%	-$80.5K	1.56%	13
2025 Q2	$8.04M	Buy	153,644 +11,514	+8%	+$575K	1.62%	12
2025 Q1	$7.26M	Sell	142,130 -963	-0.7%	-$49.9K	1.58%	12
2024 Q4	$7.32M	Sell	143,093 -114	-0.1%	-$6.07K	1.66%	12
2024 Q3	$7.57M	Buy	143,207 +1,672	+1%	+$85.1K	1.67%	12
2024 Q2	$6.9M	Sell	141,535 -66	-0%	-$3.23K	1.65%	12
2024 Q1	$7.09M	Buy	141,601 +1,239	+0.9%	+$59.1K	1.81%	10
2023 Q4	$6.55M	Buy	140,362 +16,577	+13%	+$715K	1.79%	10
2023 Q3	$5.11M	Buy	123,785 +13,478	+12%	+$584K	1.72%	10
2023 Q2	$4.77M	Sell	110,307 -398	-0.4%	-$16.4K	1.58%	9
2023 Q1	$4.51M	Buy	110,705 +5,967	+6%	+$242K	1.64%	11
2022 Q4	$3.61M	Hold	104,738	–	–	1.71%	11
2022 Q3	$3.61M	Buy	104,738 +2,149	+2%	+$81.5K	1.7%	11
2022 Q2	$3.83M	Sell	102,589 -1,852	-2%	-$73.3K	2.07%	9
2022 Q1	$4.36M	Buy	104,441 +20,289	+24%	+$837K	2.17%	10
2021 Q4	$3.53M	Buy	84,152 +2,016	+2%	+$82.3K	1.77%	13
2021 Q3	$3.2M	Buy	82,136 +7,779	+10%	+$311K	1.81%	11
2021 Q2	$2.96M	Buy	74,357 +21,388	+40%	+$846K	1.66%	12
2021 Q1	$2.01M	Buy	52,969 +12,351	+30%	+$447K	1.32%	16
2020 Q4	$1.4M	Buy	40,618 +7,615	+23%	+$247K	1.04%	21
2020 Q3	$997K	Buy	33,003 +1,077	+3%	+$32.7K	1.02%	24
2020 Q2	$916K	Buy	31,926 +19,410	+155%	+$553K	1.05%	23
2020 Q1	$329K	Buy	+12,516	New	+$400K	0.34%	56

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Key Financial Inc's SPYV Position: Q2 2026 in Review

Key Financial Inc increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.05% in Q2 2026, buying an estimated $4.67K and bringing the position to 152,069 shares worth $9.24M. The position accounts for 1.51% of the portfolio, ranked #14.

Key Financial Inc first reported a position in SPYV in Q1 2020 and has held it in 26 quarters since. 561 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Key Financial Inc held 152,069 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.24M as of Q2 2026.
Key Financial Inc bought 78 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.67K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.51% of Key Financial Inc's portfolio in Q2 2026, its #14 holding.
Key Financial Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.