Forvis Mazars Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Sell |
76,476
-945
| -1% | -$141K | 0.21% | 55 |
|
|
2025
Q4 | $10.8M | Buy |
77,421
+116
| +0.2% | +$16.1K | 0.2% | 60 |
|
|
2025
Q3 | $10.8M | Sell |
77,305
-2,870
| -4% | -$400K | 0.22% | 56 |
|
|
2025
Q2 | $10.9M | Sell |
80,175
-484
| -0.6% | -$64.2K | 0.23% | 54 |
|
|
2025
Q1 | $10.9M | Sell |
80,659
-2,787
| -3% | -$375K | 0.26% | 50 |
|
|
2024
Q4 | $11M | Buy |
83,446
+319
| +0.4% | +$44.5K | 0.25% | 51 |
|
|
2024
Q3 | $11.8M | Sell |
83,127
-3,824
| -4% | -$517K | 0.27% | 48 |
|
|
2024
Q2 | $11.1M | Sell |
86,951
-2,716
| -3% | -$350K | 0.28% | 51 |
|
|
2024
Q1 | $11.8M | Sell |
89,667
-1,342
| -1% | -$168K | 0.3% | 51 |
|
|
2023
Q4 | $11.4M | Sell |
91,009
-1,520
| -2% | -$178K | 0.32% | 46 |
|
|
2023
Q3 | $10.6M | Sell |
92,529
-4,406
| -5% | -$538K | 0.32% | 52 |
|
|
2023
Q2 | $11.9M | Sell |
96,935
-261
| -0.3% | -$31.9K | 0.35% | 49 |
|
|
2023
Q1 | $12M | Buy |
97,196
+2,915
| +3% | +$367K | 0.39% | 47 |
|
|
2022
Q4 | $11.8M | Sell |
94,281
-3,775
| -4% | -$466K | 0.41% | 47 |
|
|
2022
Q3 | $10.9M | Buy |
98,056
+1,683
| +2% | +$207K | 0.44% | 39 |
|
|
2022
Q2 | $11.4M | Buy |
96,373
+10,768
| +13% | +$1.34M | 0.46% | 36 |
|
|
2022
Q1 | $11M | Buy |
85,605
+4,134
| +5% | +$522K | 0.46% | 26 |
|
|
2021
Q4 | $10.5M | Sell |
81,471
-1,379
| -2% | -$172K | 0.44% | 28 |
|
|
2021
Q3 | $9.74M | Buy |
82,850
+384
| +0.5% | +$47K | 0.45% | 26 |
|
|
2021
Q2 | $10.1M | Sell |
82,466
-686
| -0.8% | -$84.8K | 0.47% | 23 |
|
|
2021
Q1 | $9.81M | Sell |
83,152
-13,280
| -14% | -$1.49M | 0.49% | 23 |
|
|
2020
Q4 | $10.2M | Sell |
96,432
-4,376
| -4% | -$443K | 0.51% | 23 |
|
|
2020
Q3 | $9.31M | Sell |
100,808
-7,073
| -7% | -$667K | 0.54% | 26 |
|
|
2020
Q2 | $9.84M | Sell |
107,881
-6,690
| -6% | -$588K | 0.64% | 21 |
|
|
2020
Q1 | $9.15M | Sell |
114,571
-2,288
| -2% | -$226K | 0.75% | 21 |
|
|
2019
Q4 | $12.6M | Sell |
116,859
-1,544
| -1% | -$162K | 0.91% | 16 |
|
|
2019
Q3 | $12.1M | Buy |
118,403
+11,843
| +11% | +$1.19M | 0.97% | 14 |
|
|
2019
Q2 | $10.8M | Buy |
106,560
+1,135
| +1% | +$113K | 0.87% | 14 |
|
|
2019
Q1 | $10.5M | Buy |
105,425
+3,293
| +3% | +$316K | 0.87% | 13 |
|
|
2018
Q4 | $9.14M | Buy |
102,132
+2,729
| +3% | +$257K | 0.93% | 14 |
|
|
2018
Q3 | $9.73M | Buy |
99,403
+4,279
| +4% | +$415K | 0.85% | 15 |
|
|
2018
Q2 | $8.82M | Sell |
95,124
-673
| -0.7% | -$62K | 0.86% | 13 |
|
|
2018
Q1 | $8.74M | Sell |
95,797
-16,341
| -15% | -$1.53M | 0.88% | 12 |
|
|
2017
Q4 | $10.6M | Sell |
112,138
-5,566
| -5% | -$522K | 1.06% | 11 |
|
|
2017
Q3 | $10.8M | Buy |
117,704
+5,681
| +5% | +$509K | 1.18% | 11 |
|
|
2017
Q2 | $9.96M | Buy |
112,023
+205
| +0.2% | +$18.2K | 1.13% | 11 |
|
|
2017
Q1 | $9.86M | Sell |
111,818
-2,324
| -2% | -$203K | 1.2% | 11 |
|
|
2016
Q4 | $9.77M | Sell |
114,142
-2,011
| -2% | -$169K | 1.28% | 10 |
|
|
2016
Q3 | $9.8M | Buy |
116,153
+7,852
| +7% | +$669K | 1.36% | 10 |
|
|
2016
Q2 | $9.09M | Buy |
108,301
+8,061
| +8% | +$655K | 1.35% | 14 |
|
|
2016
Q1 | $8.01M | Buy |
100,240
+87
| +0.1% | +$6.45K | 1.28% | 15 |
|
|
2015
Q4 | $7.37M | Sell |
100,153
-3,960
| -4% | -$302K | 1.11% | 14 |
|
|
2015
Q3 | $7.51M | Sell |
104,113
-11,190
| -10% | -$842K | 1.32% | 14 |
|
|
2015
Q2 | $8.79M | Sell |
115,303
-17,238
| -13% | -$1.35M | 1.32% | 15 |
|
|
2015
Q1 | $10.4M | Buy |
132,541
+21,059
| +19% | +$1.65M | 1.5% | 15 |
|
|
2014
Q4 | $8.79M | Buy |
111,482
+13,622
| +14% | +$1.06M | 1.44% | 14 |
|
|
2014
Q3 | $7.33M | Buy |
97,860
+4,102
| +4% | +$311K | 1.27% | 16 |
|
|
2014
Q2 | $7.18M | Buy |
93,758
+7,226
| +8% | +$541K | 1.22% | 17 |
|
|
2014
Q1 | $6.37M | Sell |
86,532
-2,169
| -2% | -$156K | 1.13% | 17 |
|
|
2013
Q4 | $6.44M | Sell |
88,701
-2,692
| -3% | -$193K | 1.19% | 16 |
|
|
2013
Q3 | $6.3M | Buy |
+91,393
| New | +$6.31M | 1.29% | 16 |
|
Other funds holding SDY
JIC
Forvis Mazars Wealth Advisors's SDY Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q1 2026, selling an estimated $141K and leaving 76,476 shares worth $11.2M. The position accounts for 0.21% of the portfolio, ranked #55.
Forvis Mazars Wealth Advisors first reported a position in SDY in Q3 2013 and has held it in 51 quarters since. The position peaked at $12.6M in Q4 2019. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Forvis Mazars Wealth Advisors held 76,476 shares of State Street SPDR S&P Dividend ETF worth $11.2M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 945 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $141K.
- State Street SPDR S&P Dividend ETF made up 0.21% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #55 holding.
- Forvis Mazars Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2013 and has held it in 51 quarters since.
- Forvis Mazars Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $12.6M in Q4 2019.
- 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.