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
2025 Q3	$308K	Sell
2025 Q2	$295K	Hold
2025 Q1	$297K	Hold
2024 Q4	$298K	Buy