Forvis Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$51.09 - $55.27 $162,159 - $175,426	3,174 Added 46.81%	9,955 $509,000
Q3 2024 Nov 14, 2024	SELL	$48.51 - $52.86 $14,310 - $15,593	-295 Reduced 4.17%	6,781 $358,000
Q2 2024 Aug 09, 2024	SELL	$47.37 - $50.09 $22,832 - $24,143	-482 Reduced 6.38%	7,076 $344,000
Q1 2024 Apr 19, 2024	SELL	$45.88 - $50.1 $17,617 - $19,238	-384 Reduced 4.84%	7,558 $378,000
Q3 2023 Oct 25, 2023	SELL	$41.15 - $44.69 $81,065 - $88,039	-1,970 Reduced 19.87%	7,942 $327,000
Q2 2023 Aug 08, 2023	SELL	$40.17 - $43.27 $32,055 - $34,529	-798 Reduced 7.45%	9,912 $428,000
Q1 2023 Apr 26, 2023	SELL	$38.68 - $42.77 $11,294 - $12,488	-292 Reduced 2.65%	10,710 $436,000
Q4 2022 Feb 02, 2023	SELL	$34.79 - $40.71 $27,344 - $31,998	-786 Reduced 6.67%	11,002 $427,000
Q3 2022 Oct 13, 2022	SELL	$34.49 - $40.43 $42,284 - $49,567	-1,226 Reduced 9.42%	11,788 $407,000
Q2 2022 Jul 22, 2022	BUY	$35.93 - $42.52 $467,593 - $553,355	13,014 New	13,014 $479,000
Q1 2020 Apr 10, 2020	SELL	$22.11 - $35.37 $171,153 - $273,799	-7,741 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$30.96 - $35.07 $239,661 - $271,476	7,741 New	7,741 $270,000

Others Institutions Holding SPYV

# of Institutions

1,127

Shares Held

438M

Call Options Held

259K

Put Options Held

30.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

78.8M
Shares

$4.19 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

42.8M
Shares

$2.28 Billion
0.89% of portfolio
Allworth Financial LP

16.2M
Shares

$862 Million
4.76% of portfolio
Morgan Stanley New York, NY

9.81M
Shares

$522 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.98M
Shares

$478 Million
0.13% of portfolio

About SPDR PORTFOLIO S&P 500 VALUE E

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