KFI
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
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
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
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. 576 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.
  • 576 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.