HFO
SPYV icon

Heritage Family Offices’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Heritage Family Offices’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 		$302K Buy
+4,967
New +$297K 0.12% 152
2025
Q4 		– Sell
-5,572
Closed -$308K – 217
2025
Q3 		$308K Sell
5,572
-248
-4% -$13.4K 0.14% 130
2025
Q2 		$295K Hold
5,820
– – 0.15% 126
2025
Q1 		$297K Hold
5,820
– – 0.15% 124
2024
Q4 		$298K Buy
+5,820
New +$310K 0.15% 124

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

Heritage Family Offices's SPYV Position: Q2 2026 in Review

Heritage Family Offices opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 4,967 shares worth $302K. The stake represents 0.12% of the portfolio and ranks #152 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in SPYV as recently as Q3 2025.

Heritage Family Offices first reported a position in SPYV in Q4 2024 and has held it in 5 quarters since. The position peaked at $308K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Heritage Family Offices held 4,967 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $302K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Heritage Family Offices position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #152 holding.
  • Heritage Family Offices first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Heritage Family Offices's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $308K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.