Forvis Mazars Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $457K | Sell |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $460K | Buy |
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