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

Heritage Wealth 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 Q1	$141K	Hold	2,494	–	–	0.01%	229
2025 Q4	$142K	Hold	2,494	–	–	0.01%	244
2025 Q3	$138K	Buy	2,494 +294	+13%	+$15.8K	0.01%	226
2025 Q2	$115K	Hold	2,200	–	–	0.01%	236
2025 Q1	$112K	Hold	2,200	–	–	0.01%	232
2024 Q4	$113K	Hold	2,200	–	–	0.01%	245
2024 Q3	$116K	Hold	2,200	–	–	0.01%	254
2024 Q2	$107K	Hold	2,200	–	–	﹤0.01%	249
2024 Q1	$110K	Hold	2,200	–	–	0.01%	254
2023 Q4	$103K	Hold	2,200	–	–	0.01%	263
2023 Q3	$90.8K	Hold	2,200	–	–	0.01%	257
2023 Q2	$95K	Hold	2,200	–	–	0.01%	259
2023 Q1	$89.6K	Hold	2,200	–	–	0.01%	268
2022 Q4	$85.6K	Hold	2,200	–	–	0.01%	272
2022 Q3	$75.9K	Hold	2,200	–	–	0.01%	267
2022 Q2	$81K	Buy	+2,200	New	+$87.1K	0.01%	279

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Wealth Advisors's SPYV Position: Q1 2026 in Review

Heritage Wealth Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 2,494 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #229.

Heritage Wealth Advisors first reported a position in SPYV in Q2 2022 and has held it in 16 quarters since. The position peaked at $142K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Heritage Wealth Advisors held 2,494 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $141K as of Q1 2026.
Heritage Wealth Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #229 holding.
Heritage Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
Heritage Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $142K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.