KLCM Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

KLCM Advisors’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 Q1	$301K	Buy	+5,327	New	+$309K	0.03%	204

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KLCM Advisors's SPYV Position: Q1 2026 in Review

KLCM Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026: 5,327 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

KLCM Advisors held 5,327 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $301K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new KLCM Advisors position in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of KLCM Advisors's portfolio in Q1 2026, its #204 holding.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.