Marvin & Palmer Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Marvin & Palmer Associates’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-646	Closed	-$399K	–	42
2025 Q2	$399K	Buy	+646	New	+$369K	0.34%	29
2024 Q4	–	Sell	-11,715	Closed	-$6.72M	–	39
2024 Q3	$6.72M	Buy	11,715 +5,320	+83%	+$2.94M	5.64%	5
2024 Q2	$4.21M	Sell	6,395 -1,658	-21%	-$868K	4.31%	12
2024 Q1	$4.21M	Sell	8,053 -407	-5%	-$203K	4.18%	10
2023 Q4	$4.02M	Buy	+8,460	New	+$3.77M	4.49%	7

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marvin & Palmer Associates's SPY Position: Q3 2025 in Review

Marvin & Palmer Associates sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 646 shares — an estimated $399K sold.

Marvin & Palmer Associates first reported a position in SPY in Q4 2023 and held it in 5 quarters. The position peaked at $6.72M in Q3 2024. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Marvin & Palmer Associates reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Marvin & Palmer Associates sold 646 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $399K.
Marvin & Palmer Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 5 quarters.
Marvin & Palmer Associates's State Street SPDR S&P 500 ETF Trust position peaked at $6.72M in Q3 2024.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Marvin & Palmer Associates's 13F filing for Q3 2025, filed 13 Nov 2025.