Heritage Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$81K | 0.01% | 279 |
|