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
2026 Q2	$362K	Buy	+3,040	New	+$348K	0.01%	349
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPYG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 3,040 shares worth $362K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in SPYG as recently as Q4 2024.

Forvis Mazars Wealth Advisors first reported a position in SPYG in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.57M in Q4 2021. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Forvis Mazars Wealth Advisors held 3,040 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $362K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #349 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.57M in Q4 2021.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.