Forvis Mazars Wealth Advisors, LLC's ownership history for SPY

Forvis Mazars Wealth Advisors, LLC currently holds 32.4K shares with a market value of $21.1M. It started holding SPY on 2024-09-30. At its peak, it held 37.5K shares on 2024-12-31. Its highest holding value was $23.1M on 2025-09-30. At its lowest, it held 32.4K shares on 2026-03-31, with a value of $20.8M on 2025-06-30. In the recent 180 days, Forvis Mazars Wealth Advisors, LLC has decreased its shares by 2.2K. In the recent year, Forvis Mazars Wealth Advisors, LLC has decreased its shares by 5.0K.