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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 9,955 shares — an estimated $509K sold.

Forvis Mazars Wealth Advisors first reported a position in SPYV in Q4 2019 and held it in 12 quarters. The position peaked at $509K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 9,955 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $509K.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 12 quarters.
  • Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $509K in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

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