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

Marshall & Sullivan’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
2025
Q3 		– Sell
-157
Closed -$8.22K – 100
2025
Q2 		$8.22K Buy
+157
New +$7.85K ﹤0.01% 105

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall & Sullivan's SPYV Position: Q3 2025 in Review

Marshall & Sullivan sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 157 shares — an estimated $8.22K sold.

Marshall & Sullivan first reported a position in SPYV in Q2 2025 and held it in 1 quarter. The position peaked at $8.22K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Marshall & Sullivan reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 157 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $8.22K.
  • Marshall & Sullivan first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.22K in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.