KPP Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

KPP Advisory Services’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	$205K	Sell	3,373 -1,356	-29%	-$81.2K	0.03%	349
2026 Q1	$268K	Sell	4,729 -542	-10%	-$31.4K	0.04%	295
2025 Q4	$299K	Sell	5,271 -3,862	-42%	-$217K	0.04%	273
2025 Q3	$505K	Buy	9,133 +82	+0.9%	+$4.42K	0.07%	205
2025 Q2	$474K	Sell	9,051 -21,217	-70%	-$1.06M	0.08%	198
2025 Q1	$1.55M	Sell	30,268 -16,692	-36%	-$866K	0.29%	83
2024 Q4	$2.4M	Buy	46,960 +3,651	+8%	+$194K	0.57%	48
2024 Q3	$2.29M	Sell	43,309 -17,826	-29%	-$907K	0.55%	49
2024 Q2	$2.98M	Buy	61,135 +17,644	+41%	+$862K	0.79%	32
2024 Q1	$2.18M	Buy	+43,491	New	+$2.07M	0.6%	43

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

KPP Advisory Services's SPYV Position: Q2 2026 in Review

KPP Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 29% in Q2 2026, selling an estimated $81.2K and leaving 3,373 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #349.

KPP Advisory Services first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.98M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

KPP Advisory Services held 3,373 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $205K as of Q2 2026.
KPP Advisory Services sold 1,356 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $81.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #349 holding.
KPP Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
KPP Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.98M in Q2 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.