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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.7K	Buy	1,460 +1	+0.1%	+$60	0.04%	104
2026 Q1	$82.5K	Buy	+1,459	New	+$84.6K	0.04%	103
2025 Q2	–	Sell	-4,263	Closed	-$218K	–	197
2025 Q1	$218K	Sell	4,263 -152,727	-97%	-$7.92M	0.14%	69
2024 Q4	$8.3M	Buy	+156,990	New	+$8.35M	4.89%	1

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall Investment Management's SPYV Position: Q2 2026 in Review

Marshall Investment Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.07% in Q2 2026, buying an estimated $60 and bringing the position to 1,460 shares worth $88.7K. The position accounts for 0.04% of the portfolio, ranked #104.

Marshall Investment Management first reported a position in SPYV in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.3M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Marshall Investment Management held 1,460 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $88.7K as of Q2 2026.
Marshall Investment Management bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q2 2026, an estimated $60.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Marshall Investment Management's portfolio in Q2 2026, its #104 holding.
Marshall Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 4 quarters since.
Marshall Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.3M in Q4 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.