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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPYM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q1 2026, selling an estimated $248K and leaving 7,039 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #275.

Forvis Mazars Wealth Advisors first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $814K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Forvis Mazars Wealth Advisors held 7,039 shares of State Street SPDR Portfolio S&P 500 ETF worth $539K as of Q1 2026.
Forvis Mazars Wealth Advisors sold 3,102 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $248K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #275 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 16 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $814K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.