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
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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Family Offices's SPYV Position: Q4 2025 in Review

Heritage Family Offices sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 5,572 shares — an estimated $308K sold.

Heritage Family Offices first reported a position in SPYV in Q4 2024 and held it in 4 quarters. The position peaked at $308K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Heritage Family Offices reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 5,572 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $308K.
  • Heritage Family Offices first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 4 quarters.
  • Heritage Family Offices's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $308K in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.