HA
SPYV icon

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

Herold 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
2025
Q3 		– Sell
-12,839
Closed -$672K – 307
2025
Q2 		$672K Buy
12,839
+1,894
+17% +$94.7K 0.14% 158
2025
Q1 		$559K Buy
10,945
+3,393
+45% +$176K 0.12% 174
2024
Q4 		$386K Sell
7,552
-82
-1% -$4.36K 0.08% 201
2024
Q3 		$404K Buy
7,634
+370
+5% +$18.8K 0.09% 203
2024
Q2 		$354K Buy
7,264
+861
+13% +$42.1K 0.08% 206
2024
Q1 		$321K Buy
+6,403
New +$305K 0.08% 211

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return