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 Q3	$208K	Sell	3,395 -443	-12%	-$27.7K	﹤0.01%	421
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q3 2026, selling an estimated $27.7K and leaving 3,395 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Forvis Mazars Wealth Advisors first reported a position in SPYV in Q4 2019 and has held it in 14 quarters since. The position peaked at $509K in Q4 2024. 394 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Forvis Mazars Wealth Advisors held 3,395 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $208K as of Q3 2026.
Forvis Mazars Wealth Advisors sold 443 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $27.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #421 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 14 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $509K in Q4 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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