HWA
SPY icon

Heartwood Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Heartwood Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,400
Closed -$599K – 101
2021
Q2 		$599K Buy
+1,400
New +$584K 0.09% 57

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FCM
Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Heartwood Wealth Advisors's SPY Position: Q3 2026 in Review

Heartwood Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 3,056 shares worth $2.33M. The position accounts for 0.18% of the portfolio, ranked #60.

Heartwood Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Heartwood Wealth Advisors held 3,056 shares of State Street SPDR S&P 500 ETF Trust worth $2.33M as of Q3 2026.
  • Heartwood Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.18% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #60 holding.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.