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Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,931
Closed -$521K – 424
2024
Q4 		$521K Buy
+5,931
New +$512K 0.01% 302
2024
Q2 		– Sell
-3,739
Closed -$274K – 412
2024
Q1 		$274K Hold
3,739
– – 0.01% 359
2023
Q4 		$243K Sell
3,739
-225
-6% -$13.9K 0.01% 360
2023
Q3 		$235K Sell
3,964
-991
-20% -$60.7K 0.01% 358
2023
Q2 		$302K Sell
4,955
-2,037
-29% -$117K 0.01% 360
2023
Q1 		$387K Sell
6,992
-1,415
-17% -$74.9K 0.01% 299
2022
Q4 		$426K Sell
8,407
-3,105
-27% -$162K 0.01% 281
2022
Q3 		$577K Buy
11,512
+729
+7% +$41K 0.02% 245
2022
Q2 		$564K Sell
10,783
-12,116
-53% -$695K 0.02% 236
2022
Q1 		$1.52M Buy
22,899
+1,178
+5% +$76.7K 0.06% 127
2021
Q4 		$1.57M Sell
21,721
-602
-3% -$42K 0.07% 120
2021
Q3 		$1.43M Buy
22,323
+4,011
+22% +$265K 0.07% 118
2021
Q2 		$1.15M Sell
18,312
-3,521
-16% -$211K 0.05% 125
2021
Q1 		$1.23M Buy
21,833
+1,400
+7% +$78.4K 0.06% 120
2020
Q4 		$1.13M Buy
20,433
+14,887
+268% +$782K 0.06% 140
2020
Q3 		$278K Buy
+5,546
New +$272K 0.02% 262

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPYG Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2025, closing a stake of 5,931 shares — an estimated $521K sold.

Forvis Mazars Wealth Advisors first reported a position in SPYG in Q3 2020 and held it in 16 quarters. The position peaked at $1.57M in Q4 2021. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,931 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $521K.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and held it in 16 quarters.
  • Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.57M in Q4 2021.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.