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

Heck Capital 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
2025
Q1 		– Sell
-3,471
Closed -$178K – 715
2024
Q4 		$178K Buy
+3,471
New +$185K 0.01% 265

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heck Capital Advisors's SPYV Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 3,471 shares — an estimated $178K sold.

Heck Capital Advisors first reported a position in SPYV in Q4 2024 and held it in 1 quarter. The position peaked at $178K in Q4 2024. 1,018 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

  • Heck Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 3,471 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $178K.
  • Heck Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $178K in Q4 2024.
  • 1,018 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.