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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$233K	Buy	+3,838	New	+$230K	﹤0.01%	412
2025 Q1	–	Sell	-9,955	Closed	-$509K	–	425
2024 Q4	$509K	Buy	9,955 +3,174	+47%	+$169K	0.01%	304
2024 Q3	$358K	Sell	6,781 -295	-4%	-$15K	0.01%	358
2024 Q2	$345K	Sell	7,076 -482	-6%	-$23.6K	0.01%	334
2024 Q1	$379K	Sell	7,558 -384	-5%	-$18.3K	0.01%	322
2023 Q4	$370K	Hold	7,942	–	–	0.01%	315
2023 Q3	$328K	Sell	7,942 -1,970	-20%	-$85.3K	0.01%	320
2023 Q2	$428K	Sell	9,912 -798	-7%	-$33K	0.01%	309
2023 Q1	$436K	Sell	10,710 -292	-3%	-$11.8K	0.01%	282
2022 Q4	$428K	Sell	11,002 -786	-7%	-$30.1K	0.02%	279
2022 Q3	$407K	Sell	11,788 -1,226	-9%	-$46.5K	0.02%	280
2022 Q2	$479K	Buy	+13,014	New	+$515K	0.02%	259
2020 Q1	–	Sell	-7,741	Closed	-$270K	–	306
2019 Q4	$270K	Buy	+7,741	New	+$259K	0.02%	246

Other funds holding SPYV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Forvis Mazars Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,838 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in SPYV as recently as Q4 2024.

Forvis Mazars Wealth Advisors first reported a position in SPYV in Q4 2019 and has held it in 13 quarters since. The position peaked at $509K in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Forvis Mazars Wealth Advisors held 3,838 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $233K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #412 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 13 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $509K in Q4 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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