Marshall Wace
SPYV icon

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

Marshall Wace’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
-57,469
Closed -$3.01M – 3372
2025
Q2 		$3.01M Buy
+57,469
New +$2.87M ﹤0.01% 1374
2023
Q4 		– Sell
-119,143
Closed -$4.92M – 2590
2023
Q3 		$4.92M Sell
119,143
-16,201
-12% -$702K 0.01% 871
2023
Q2 		$5.85M Buy
135,344
+97,124
+254% +$4.01M 0.01% 950
2023
Q1 		$1.56M Buy
+38,220
New +$1.55M ﹤0.01% 1596

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace's SPYV Position: Q3 2025 in Review

Marshall Wace sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 57,469 shares — an estimated $3.01M sold.

Marshall Wace first reported a position in SPYV in Q1 2023 and held it in 4 quarters. The position peaked at $5.85M in Q2 2023. 1,059 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Marshall Wace reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 57,469 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $3.01M.
  • Marshall Wace first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 4 quarters.
  • Marshall Wace's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.85M in Q2 2023.
  • 1,059 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.