Heritage Wealth Architects, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 23,858 shares of SPYV stock, worth $1.31 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
23,858
              Previous 23,748
              
        
           0.46%
        
      
          
        Holding current value
$1.31 Million
            Previous $1.24 Billion
            
        
           6.2%
        
      
          
        % of portfolio
0.81%
            Previous 0.92%
          
        Shares
	  2 transactions
	
  Others Institutions Holding SPYV
# of Institutions
1,160Shares Held
444MCall Options Held
372KPut Options Held
26K- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
- 
    
      Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
- 
    
      Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
- 
    
      Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio