Kiker Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Kiker Wealth Management’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
2025 Q4	–	Sell	-166	Closed	-$9.19K	–	180
2025 Q3	$9.19K	Buy	+166	New	+$8.94K	﹤0.01%	168
2025 Q2	–	Sell	-35	Closed	-$1.79K	–	774
2025 Q1	$1.79K	Hold	35	–	–	﹤0.01%	555
2024 Q4	$1.79K	Buy	+35	New	+$1.86K	﹤0.01%	154

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiker Wealth Management's SPYV Position: Q4 2025 in Review

Kiker Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 166 shares — an estimated $9.19K sold.

Kiker Wealth Management first reported a position in SPYV in Q4 2024 and held it in 3 quarters. The position peaked at $9.19K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Kiker Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Kiker Wealth Management sold 166 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $9.19K.
Kiker Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 3 quarters.
Kiker Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $9.19K in Q3 2025.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.