MIM
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Marshall Investment Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,263
Closed -$218K 201
2025
Q1
$218K Sell
4,263
-152,727
-97% -$7.8M 0.14% 69
2024
Q4
$8.3M Buy
+156,990
New +$8.3M 4.89% 1