FMWA
Forvis Mazars Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,222
| Closed | -$253K | – | 406 |
|
|
2025
Q1 | $253K | Buy |
3,222
+107
| +3% | +$8.39K | 0.01% | 359 |
|
|
2024
Q4 | $272K | Sell |
3,115
-822
| -21% | -$71.7K | 0.01% | 381 |
|
|
2024
Q3 | $342K | Hold |
3,937
| – | – | 0.01% | 367 |
|
|
2024
Q2 | $308K | Sell |
3,937
-587
| -13% | -$46K | 0.01% | 349 |
|
|
2024
Q1 | $375K | Sell |
4,524
-124
| -3% | -$10.3K | 0.01% | 325 |
|
|
2023
Q4 | $387K | Buy |
4,648
+67
| +1% | +$5.58K | 0.01% | 309 |
|
|
2023
Q3 | $332K | Sell |
4,581
-512
| -10% | -$37.1K | 0.01% | 318 |
|
|
2023
Q2 | $393K | Sell |
5,093
-68
| -1% | -$5.25K | 0.01% | 319 |
|
|
2023
Q1 | $393K | Sell |
5,161
-16
| -0.3% | -$1.22K | 0.01% | 295 |
|
|
2022
Q4 | $384K | Sell |
5,177
-89
| -2% | -$6.61K | 0.01% | 291 |
|
|
2022
Q3 | $354K | Sell |
5,266
-417
| -7% | -$28K | 0.01% | 298 |
|
|
2022
Q2 | $412K | Buy |
+5,683
| New | +$412K | 0.02% | 277 |
|