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

Heritage Wealth Architects’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 Q3	–	Sell	-24,113	Closed	-$1.49M	–	74
2026 Q2	$1.49M	Hold	24,113	–	–	0.59%	25
2026 Q1	$1.44M	Buy	24,113 +255	+1%	+$14.8K	0.6%	27
2025 Q4	$1.38M	Hold	23,858	–	–	0.65%	26
2025 Q3	$1.32M	Buy	23,858 +110	+0.5%	+$5.92K	0.81%	23
2025 Q2	$1.24M	Buy	+23,748	New	+$1.19M	0.92%	21

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Heritage Wealth Architects's SPYV Position: Q3 2026 in Review

Heritage Wealth Architects sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 24,113 shares — an estimated $1.49M sold.

Heritage Wealth Architects first reported a position in SPYV in Q2 2025 and held it in 5 quarters. The position peaked at $1.49M in Q2 2026. 44 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Heritage Wealth Architects reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Architects sold 24,113 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $1.49M.
Heritage Wealth Architects first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and held it in 5 quarters.
Heritage Wealth Architects's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.49M in Q2 2026.
44 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.