Forvis Mazars Wealth Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.1M | Sell |
32,432
-700
| -2% | -$476K | 0.4% | 33 |
|
|
2025
Q4 | $22.6M | Sell |
33,132
-1,514
| -4% | -$1.02M | 0.43% | 34 |
|
|
2025
Q3 | $23.1M | Buy |
34,646
+964
| +3% | +$618K | 0.46% | 32 |
|
|
2025
Q2 | $20.8M | Sell |
33,682
-3,704
| -10% | -$2.12M | 0.45% | 34 |
|
|
2025
Q1 | $20.9M | Sell |
37,386
-106
| -0.3% | -$62.3K | 0.5% | 33 |
|
|
2024
Q4 | $22M | Buy |
37,492
+523
| +1% | +$308K | 0.51% | 35 |
|
|
2024
Q3 | $21.2M | Buy |
36,969
+368
| +1% | +$203K | 0.49% | 37 |
|
|
2024
Q2 | $19.9M | Sell |
36,601
-662
| -2% | -$346K | 0.5% | 36 |
|
|
2024
Q1 | $19.5M | Buy |
37,263
+596
| +2% | +$297K | 0.5% | 36 |
|
|
2023
Q4 | $17.4M | Sell |
36,667
-2,353
| -6% | -$1.05M | 0.49% | 37 |
|
|
2023
Q3 | $16.7M | Buy |
39,020
+134
| +0.3% | +$59.6K | 0.5% | 37 |
|
|
2023
Q2 | $17.2M | Buy |
38,886
+2,549
| +7% | +$1.07M | 0.51% | 35 |
|
|
2023
Q1 | $14.9M | Buy |
36,337
+588
| +2% | +$235K | 0.49% | 37 |
|
|
2022
Q4 | $13.7M | Buy |
35,749
+699
| +2% | +$269K | 0.48% | 38 |
|
|
2022
Q3 | $12.5M | Sell |
35,050
-386
| -1% | -$153K | 0.51% | 37 |
|
|
2022
Q2 | $13.4M | Buy |
35,436
+9,218
| +35% | +$3.78M | 0.54% | 32 |
|
|
2022
Q1 | $11.8M | Sell |
26,218
-455
| -2% | -$203K | 0.5% | 25 |
|
|
2021
Q4 | $12.7M | Buy |
26,673
+410
| +2% | +$188K | 0.53% | 23 |
|
|
2021
Q3 | $11.3M | Sell |
26,263
-1,981
| -7% | -$874K | 0.52% | 23 |
|
|
2021
Q2 | $12.1M | Sell |
28,244
-2,777
| -9% | -$1.16M | 0.56% | 22 |
|
|
2021
Q1 | $12.3M | Sell |
31,021
-814
| -3% | -$314K | 0.61% | 22 |
|
|
2020
Q4 | $11.9M | Sell |
31,835
-1,721
| -5% | -$611K | 0.6% | 22 |
|
|
2020
Q3 | $11.2M | Sell |
33,556
-4,176
| -11% | -$1.38M | 0.65% | 22 |
|
|
2020
Q2 | $11.6M | Sell |
37,732
-5,039
| -12% | -$1.47M | 0.75% | 19 |
|
|
2020
Q1 | $11M | Buy |
42,771
+20,802
| +95% | +$6.35M | 0.9% | 19 |
|
|
2019
Q4 | $7.07M | Buy |
21,969
+9,491
| +76% | +$2.92M | 0.51% | 23 |
|
|
2019
Q3 | $3.7M | Sell |
12,478
-650
| -5% | -$192K | 0.3% | 42 |
|
|
2019
Q2 | $3.85M | Sell |
13,128
-285
| -2% | -$82.1K | 0.31% | 41 |
|
|
2019
Q1 | $3.79M | Buy |
13,413
+6,890
| +106% | +$1.87M | 0.31% | 44 |
|
|
2018
Q4 | $1.63M | Sell |
6,523
-73
| -1% | -$19.7K | 0.17% | 70 |
|
|
2018
Q3 | $1.92M | Buy |
6,596
+285
| +5% | +$81.2K | 0.17% | 73 |
|
|
2018
Q2 | $1.71M | Buy |
6,311
+523
| +9% | +$141K | 0.17% | 81 |
|
|
2018
Q1 | $1.52M | Buy |
5,788
+20
| +0.3% | +$5.46K | 0.15% | 81 |
|
|
2017
Q4 | $1.54M | Sell |
5,768
-225
| -4% | -$58.5K | 0.15% | 79 |
|
|
2017
Q3 | $1.5M | Buy |
5,993
+797
| +15% | +$196K | 0.17% | 74 |
|
|
2017
Q2 | $1.26M | Sell |
5,196
-238
| -4% | -$57K | 0.14% | 81 |
|
|
2017
Q1 | $1.28M | Buy |
5,434
+1,799
| +49% | +$418K | 0.16% | 75 |
|
|
2016
Q4 | $813K | Sell |
3,635
-79
| -2% | -$17.3K | 0.11% | 89 |
|
|
2016
Q3 | $803K | Sell |
3,714
-99
| -3% | -$21.4K | 0.11% | 86 |
|
|
2016
Q2 | $799K | Buy |
3,813
+496
| +15% | +$103K | 0.12% | 84 |
|
|
2016
Q1 | $682K | Buy |
3,317
+2
| +0.1% | +$390 | 0.11% | 91 |
|
|
2015
Q4 | $676K | Sell |
3,315
-206
| -6% | -$42.3K | 0.1% | 90 |
|
|
2015
Q3 | $675K | Sell |
3,521
-49
| -1% | -$9.94K | 0.12% | 85 |
|
|
2015
Q2 | $735K | Sell |
3,570
-32
| -0.9% | -$6.73K | 0.11% | 87 |
|
|
2015
Q1 | $744K | Sell |
3,602
-213
| -6% | -$44K | 0.11% | 89 |
|
|
2014
Q4 | $784K | Buy |
3,815
+881
| +30% | +$177K | 0.13% | 81 |
|
|
2014
Q3 | $578K | Buy |
2,934
+1,359
| +86% | +$269K | 0.1% | 85 |
|
|
2014
Q2 | $308K | Sell |
1,575
-49
| -3% | -$9.32K | 0.05% | 110 |
|
|
2014
Q1 | $302K | Sell |
1,624
-19
| -1% | -$3.49K | 0.05% | 126 |
|
|
2013
Q4 | $303K | Buy |
1,643
+20
| +1% | +$3.54K | 0.06% | 126 |
|
|
2013
Q3 | $273K | Buy |
+1,623
| New | +$272K | 0.06% | 125 |
|
Other funds holding SPY
Forvis Mazars Wealth Advisors's SPY Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q1 2026, selling an estimated $476K and leaving 32,432 shares worth $21.1M. The position accounts for 0.4% of the portfolio, ranked #33.
Forvis Mazars Wealth Advisors first reported a position in SPY in Q3 2013 and has held it in 51 quarters since. The position peaked at $23.1M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Forvis Mazars Wealth Advisors held 32,432 shares of State Street SPDR S&P 500 ETF Trust worth $21.1M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 700 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $476K.
- State Street SPDR S&P 500 ETF Trust made up 0.4% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #33 holding.
- Forvis Mazars Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 51 quarters since.
- Forvis Mazars Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $23.1M in Q3 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.