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KMG Fiduciary Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-5,164
Closed -$292K – 259
2026
Q1 		$292K Buy
+5,164
New +$300K 0.02% 234

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KMG Fiduciary Partners's SPYV Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 5,164 shares — an estimated $292K sold.

KMG Fiduciary Partners first reported a position in SPYV in Q1 2026 and held it in 1 quarter. The position peaked at $292K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 5,164 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $292K.
  • KMG Fiduciary Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and held it in 1 quarter.
  • KMG Fiduciary Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $292K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.