FMWA
Forvis Mazars Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
7,143
| – | – | 0.01% | 278 |
|
|
2025
Q1 | $470K | Buy |
7,143
+519
| +8% | +$34.1K | 0.01% | 292 |
|
|
2024
Q4 | $457K | Sell |
6,624
-1,955
| -23% | -$135K | 0.01% | 318 |
|
|
2024
Q3 | $579K | Buy |
8,579
+1,913
| +29% | +$129K | 0.01% | 295 |
|
|
2024
Q2 | $427K | Hold |
6,666
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $410K | Hold |
6,666
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $373K | Hold |
6,666
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $335K | Sell |
6,666
-1,791
| -21% | -$90K | 0.01% | 317 |
|
|
2023
Q2 | $441K | Sell |
8,457
-832
| -9% | -$43.4K | 0.01% | 307 |
|
|
2023
Q1 | $447K | Sell |
9,289
-216
| -2% | -$10.4K | 0.01% | 281 |
|
|
2022
Q4 | $428K | Sell |
9,505
-248
| -3% | -$11.2K | 0.01% | 280 |
|
|
2022
Q3 | $410K | Sell |
9,753
-613
| -6% | -$25.8K | 0.02% | 279 |
|
|
2022
Q2 | $460K | Buy |
+10,366
| New | +$460K | 0.02% | 262 |
|