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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$249K Buy
2,438
+104
+4% +$11.3K ﹤0.01% 401
2026
Q2
$255K Sell
2,334
-1
-0% -$103 ﹤0.01% 397
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% +$9.08K 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% -$9.9K 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% -$6.68K 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

Forvis Mazars Wealth Advisors's SLYV Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.5% in Q3 2026, buying an estimated $11.3K and bringing the position to 2,438 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Forvis Mazars Wealth Advisors first reported a position in SLYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $412K in Q2 2022. 194 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 2,438 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $249K as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 104 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $11.3K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #401 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 17 quarters since.
  • Forvis Mazars Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $412K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.