Ken Fisher's SPYV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,555 shares of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) worth $258,778, representing 0.00% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SPYV, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 21,559 shares. Largest reduction occurred in Q1 2025, reducing 12,784 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street SPDR Portfolio S&P 500 Value ETF (SPYV) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR Portfolio S&P 500 Value ETF (SPYV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +167 | Add 3.81% | 4,555 | $56.81 |
| Q3 2025 | +4,388 | New Buy | 4,388 | $55.33 |
| Q2 2025 | -8,775 | Sold Out | 0 | $0.00 |
| Q1 2025 | -12,784 | Reduce 59.30% | 8,775 | $51.07 |
| Q4 2024 | +21,559 | New Buy | 21,559 | $51.14 |
| Q3 2024 | -4,427 | Sold Out | 0 | $0.00 |
| Q2 2024 | -4,484 | Reduce 50.32% | 4,427 | $48.75 |
| Q1 2024 | +8,911 | New Buy | 8,911 | $50.10 |
| Q4 2021 | -6,510 | Sold Out | 0 | $0.00 |
| Q3 2021 | -3,655 | Reduce 35.96% | 6,510 | $39.02 |
| Q2 2021 | +10,165 | New Buy | 10,165 | $39.55 |
Ken Fisher's State Street SPDR Portfolio S&P 500 Value ETF Investment FAQs
Ken Fisher first purchased State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2021, acquiring 10,165 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for 11 quarters since Q2 2021.
Ken Fisher's largest addition to State Street SPDR Portfolio S&P 500 Value ETF (SPYV) was in Q4 2024, adding 21,559 shares worth $1.1 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,555 shares of State Street SPDR Portfolio S&P 500 Value ETF (SPYV), valued at approximately $258,778.
As of the Q4 2025 filing, State Street SPDR Portfolio S&P 500 Value ETF (SPYV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) was 21,559 shares, as reported at the end of Q4 2024.