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

Heritage Wealth Management (California)’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 Q1	–	Sell
2024 Q4	$221K	Sell
2024 Q3	$327K	Sell
2024 Q2	$312K	Hold
2024 Q1	$321K	Sell
2023 Q4	$309K	Buy