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

Kraematon Investment 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
Q2 		$509K Sell
8,371
-138
-2% -$8.26K 0.38% 67
2026
Q1 		$481K Sell
8,509
-18
-0.2% -$1.04K 0.39% 65
2025
Q4 		$484K Sell
8,527
-79
-0.9% -$4.44K 0.39% 65
2025
Q3 		$476K Buy
8,606
+18
+0.2% +$969 0.41% 62
2025
Q2 		$449K Buy
8,588
+19
+0.2% +$950 0.42% 57
2025
Q1 		$438K Sell
8,569
-308
-3% -$16K 0.45% 58
2024
Q4 		$454K Buy
8,877
+6
+0.1% +$319 0.45% 57
2024
Q3 		$469K Sell
8,871
-2,179
-20% -$111K 0.46% 57
2024
Q2 		$539K Buy
11,050
+35
+0.3% +$1.71K 0.55% 51
2024
Q1 		$552K Sell
11,015
-70
-0.6% -$3.34K 0.56% 51
2023
Q4 		$517K Buy
11,085
+29
+0.3% +$1.25K 0.57% 49
2023
Q3 		$456K Buy
11,056
+27
+0.2% +$1.17K 0.56% 49
2023
Q2 		$476K Sell
11,029
-255
-2% -$10.5K 0.52% 54
2023
Q1 		$459K Buy
11,284
+26
+0.2% +$1.05K 0.53% 53
2022
Q4 		$438K Buy
11,258
+322
+3% +$12.3K 0.48% 55
2022
Q3 		$377K Buy
10,936
+35
+0.3% +$1.33K 0.49% 56
2022
Q2 		$401K Buy
10,901
+36
+0.3% +$1.43K 0.47% 55
2022
Q1 		$454K Sell
10,865
-295
-3% -$12.2K 0.43% 56
2021
Q4 		$469K Buy
+11,160
New +$456K 0.42% 56

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

Kraematon Investment Advisors's SPYV Position: Q2 2026 in Review

Kraematon Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.6% in Q2 2026, selling an estimated $8.26K and leaving 8,371 shares worth $509K. The position accounts for 0.38% of the portfolio, ranked #67.

Kraematon Investment Advisors first reported a position in SPYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $552K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Kraematon Investment Advisors held 8,371 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $509K as of Q2 2026.
  • Kraematon Investment Advisors sold 138 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $8.26K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.38% of Kraematon Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Kraematon Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Kraematon Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $552K in Q1 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 Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.