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

Forvis Mazars Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$447K	Sell	4,985 -1,647	-25%	-$147K	0.01%	311
2026 Q2	$583K	Sell	6,632 -407	-6%	-$34.7K	0.01%	285
2026 Q1	$539K	Sell	7,039 -3,102	-31%	-$248K	0.01%	275
2025 Q4	$814K	Buy	10,141 +2,957	+41%	+$235K	0.02%	230
2025 Q3	$563K	Buy	7,184 +41	+0.6%	+$3.09K	0.01%	266
2025 Q2	$519K	Hold	7,143	–	–	0.01%	278
2025 Q1	$470K	Buy	7,143 +519	+8%	+$35.9K	0.01%	292
2024 Q4	$457K	Sell	6,624 -1,955	-23%	-$136K	0.01%	318
2024 Q3	$579K	Buy	8,579 +1,913	+29%	+$124K	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%	-$93.7K	0.01%	317
2023 Q2	$441K	Sell	8,457 -832	-9%	-$41.1K	0.01%	307
2023 Q1	$447K	Sell	9,289 -216	-2%	-$10.1K	0.01%	281
2022 Q4	$428K	Sell	9,505 -248	-3%	-$11.2K	0.01%	280
2022 Q3	$410K	Sell	9,753 -613	-6%	-$28.6K	0.02%	279
2022 Q2	$460K	Buy	+10,366	New	+$500K	0.02%	262

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPYM Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q3 2026, selling an estimated $147K and leaving 4,985 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #311.

Forvis Mazars Wealth Advisors first reported a position in SPYM in Q2 2022 and has held it in 18 quarters since. The position peaked at $814K in Q4 2025. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Forvis Mazars Wealth Advisors held 4,985 shares of State Street SPDR Portfolio S&P 500 ETF worth $447K as of Q3 2026.
Forvis Mazars Wealth Advisors sold 1,647 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $147K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #311 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $814K in Q4 2025.
1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.