Forvis Mazars Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
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|
2025
Q1 | $20.9M | Sell |
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|
2024
Q4 | $22M | Buy |
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|
2024
Q3 | $21.2M | Buy |
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|
2024
Q2 | $19.9M | Sell |
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|
2024
Q1 | $19.5M | Buy |
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|
2023
Q4 | $17.4M | Sell |
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|
2023
Q3 | $16.7M | Buy |
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|
2023
Q2 | $17.2M | Buy |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $12.5M | Sell |
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|
2022
Q2 | $13.4M | Buy |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $12.7M | Buy |
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|
2021
Q3 | $11.3M | Sell |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $12.3M | Sell |
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|
2020
Q4 | $11.9M | Sell |
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|
2020
Q3 | $11.2M | Sell |
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|
2020
Q2 | $11.6M | Sell |
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|
2020
Q1 | $11M | Buy |
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|
2019
Q4 | $7.07M | Buy |
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|
2019
Q3 | $3.7M | Sell |
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|
2019
Q2 | $3.85M | Sell |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $1.63M | Sell |
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|
2018
Q3 | $1.92M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.26M | Sell |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $813K | Sell |
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|
2016
Q3 | $803K | Sell |
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|
2016
Q2 | $799K | Buy |
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|
2016
Q1 | $682K | Buy |
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|
2015
Q4 | $676K | Sell |
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|
2015
Q3 | $675K | Sell |
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|
2015
Q2 | $735K | Sell |
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|
2015
Q1 | $744K | Sell |
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|
2014
Q4 | $784K | Buy |
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|
2014
Q3 | $578K | Buy |
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|
2014
Q2 | $308K | Sell |
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|
2014
Q1 | $302K | Sell |
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|
2013
Q4 | $303K | Buy |
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|
2013
Q3 | $273K | Buy |
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