Key Financial Inc
SPYV icon

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
Q3 		$9.21M Sell
150,737
-1,332
-0.9% -$83.3K 1.5% 12
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 		$3.82M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Key Financial Inc's SPYV Position: Q3 2026 in Review

Key Financial Inc reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.88% in Q3 2026, selling an estimated $83.3K and leaving 150,737 shares worth $9.21M. The position accounts for 1.5% of the portfolio, ranked #12.

Key Financial Inc first reported a position in SPYV in Q1 2020 and has held it in 27 quarters since. The position peaked at $9.24M in Q2 2026. 828 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Key Financial Inc held 150,737 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.21M as of Q3 2026.
  • Key Financial Inc sold 1,332 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $83.3K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.5% of Key Financial Inc's portfolio in Q3 2026, its #12 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 27 quarters since.
  • Key Financial Inc's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $9.24M in Q2 2026.
  • 828 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.