Forvis Mazars Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Sell	2,335 -69	-3%	-$6.67K	﹤0.01%	391
2025 Q4	$219K	Buy	2,404 +50	+2%	+$4.49K	﹤0.01%	392
2025 Q3	$209K	Buy	+2,354	New	+$201K	﹤0.01%	391
2025 Q2	–	Sell	-3,222	Closed	-$253K	–	407
2025 Q1	$253K	Buy	3,222 +107	+3%	+$9.07K	0.01%	359
2024 Q4	$272K	Sell	3,115 -822	-21%	-$73.4K	0.01%	381
2024 Q3	$342K	Hold	3,937	–	–	0.01%	367
2024 Q2	$308K	Sell	3,937 -587	-13%	-$46.6K	0.01%	349
2024 Q1	$375K	Sell	4,524 -124	-3%	-$9.94K	0.01%	325
2023 Q4	$387K	Buy	4,648 +67	+1%	+$4.96K	0.01%	309
2023 Q3	$332K	Sell	4,581 -512	-10%	-$39.6K	0.01%	318
2023 Q2	$393K	Sell	5,093 -68	-1%	-$5.06K	0.01%	319
2023 Q1	$393K	Sell	5,161 -16	-0.3%	-$1.27K	0.01%	295
2022 Q4	$384K	Sell	5,177 -89	-2%	-$6.67K	0.01%	291
2022 Q3	$354K	Sell	5,266 -417	-7%	-$31.4K	0.01%	298
2022 Q2	$412K	Buy	+5,683	New	+$444K	0.02%	277

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SLYV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.9% in Q1 2026, selling an estimated $6.67K and leaving 2,335 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Forvis Mazars Wealth Advisors first reported a position in SLYV in Q2 2022 and has held it in 15 quarters since. The position peaked at $412K in Q2 2022. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Forvis Mazars Wealth Advisors held 2,335 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $221K as of Q1 2026.
Forvis Mazars Wealth Advisors sold 69 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $6.67K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #391 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $412K in Q2 2022.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.