Marshall Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Marshall Investment Management’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.05M	Buy
2025 Q2	$1.85M	Sell
2025 Q1	$6.9M	Buy
2024 Q4	$6M	Buy