Heritage Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,494 shares of SPYV stock, worth $140,087. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,494
Previous 2,200 13.36%
Holding current value
$140,087
Previous $115,000 19.13%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$52.12 - $55.33 $15,323 - $16,267
294 Added 13.36%
2,494 $137,000
Q2 2024

Aug 05, 2024
BUY
$47.37 - $50.09 $88,013 - $93,067
1,858 Added 543.27%
2,200 $107,000
Q1 2024

May 08, 2024
SELL
$45.88 - $50.1 $85,245 - $93,085
-1,858 Reduced 84.45%
342 $17,000
Q2 2022

Aug 04, 2022
BUY
$35.93 - $42.52 $79,046 - $93,544
2,200 New
2,200 $81,000

Others Institutions Holding SPYV

# of Institutions
1,179
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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