KeyBank National Association’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

KeyBank National Association’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	$472K	Buy	7,764 +3,378	+77%	+$202K	﹤0.01%	941
2026 Q1	$248K	Sell	4,386 -1,099	-20%	-$63.8K	﹤0.01%	1111
2025 Q4	$312K	Sell	5,485 -1,114	-17%	-$62.6K	﹤0.01%	1011
2025 Q3	$365K	Buy	6,599 +1,766	+37%	+$95.1K	﹤0.01%	927
2025 Q2	$253K	Sell	4,833 -249	-5%	-$12.4K	﹤0.01%	1041
2025 Q1	$260K	Sell	5,082 -336	-6%	-$17.4K	﹤0.01%	1021
2024 Q4	$277K	Buy	5,418 +101	+2%	+$5.37K	﹤0.01%	1021
2024 Q3	$281K	Sell	5,317 -407	-7%	-$20.7K	﹤0.01%	997
2024 Q2	$279K	Sell	5,724 -175	-3%	-$8.55K	﹤0.01%	952
2024 Q1	$296K	Buy	5,899 +857	+17%	+$40.9K	﹤0.01%	934
2023 Q4	$235K	Sell	5,042 -82	-2%	-$3.54K	﹤0.01%	987
2023 Q3	$211K	Sell	5,124 -71	-1%	-$3.08K	﹤0.01%	965
2023 Q2	$224K	Buy	+5,195	New	+$215K	﹤0.01%	975
2023 Q1	–	Sell	-5,942	Closed	-$231K	–	1093
2022 Q4	$231K	Buy	+5,942	New	+$228K	﹤0.01%	965

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

KeyBank National Association's SPYV Position: Q2 2026 in Review

KeyBank National Association increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 77% in Q2 2026, buying an estimated $202K and bringing the position to 7,764 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

KeyBank National Association first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

KeyBank National Association held 7,764 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $472K as of Q2 2026.
KeyBank National Association bought 3,378 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $202K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #941 holding.
KeyBank National Association first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 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 KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.