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
1,164Shares Held
449MCall 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