Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$59.5K	Buy	1,530 +765	+100%	+$29.3K	0.01%	476
2022 Q3	$26K	Sell	765 -104	-12%	-$3.95K	0.01%	489
2022 Q2	$32K	Sell	869 -27	-3%	-$1.07K	0.01%	481
2022 Q1	$37K	Buy	+896	New	+$37K	0.01%	513
2021 Q3	$47K	Sell	1,215 -500	-29%	-$20K	0.02%	453
2021 Q2	$68K	Sell	1,715 -26	-1%	-$1.03K	0.03%	408
2021 Q1	$66K	Buy	+1,741	New	+$63K	0.04%	323

Other funds holding SPYV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s SPYV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 100% in Q4 2022, buying an estimated $29.3K and bringing the position to 1,530 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #476.

Heritage Wealth Management (Arizona) first reported a position in SPYV in Q1 2021 and has held it in 7 quarters since. The position peaked at $68K in Q2 2021. 710 funds tracked by Wall St. Rank hold SPYV as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,530 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $59.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 765 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2022, an estimated $29.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #476 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $68K in Q2 2021.
710 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.