MIM
SPY icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.85M Sell
2,995
-9,347
-76% -$5.77M 8.79% 5
2025
Q1 		$6.9M Buy
12,342
+1,887
+18% +$1.06M 4.29% 5
2024
Q4 		$6M Buy
+10,455
New +$6M 3.53% 6