HFO
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Heritage Family Offices’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$298K 0.15% 124