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

Hegarty 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 Q3	$322K	Sell	5,269 -113	-2%	-$7.07K	0.2%	55
2026 Q2	$327K	Buy	5,382 +13	+0.2%	+$778	0.23%	50
2026 Q1	$304K	Buy	5,369 +11	+0.2%	+$638	0.24%	51
2025 Q4	$304K	Buy	+5,358	New	+$301K	0.26%	47

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Hegarty Advisors's SPYV Position: Q3 2026 in Review

Hegarty Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.1% in Q3 2026, selling an estimated $7.07K and leaving 5,269 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #55.

Hegarty Advisors first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $327K in Q2 2026. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Hegarty Advisors held 5,269 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $322K as of Q3 2026.
Hegarty Advisors sold 113 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $7.07K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.2% of Hegarty Advisors's portfolio in Q3 2026, its #55 holding.
Hegarty Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
Hegarty Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $327K in Q2 2026.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.