Skip to main content

Marshall & Sullivan Inc

SEC CIK
0000820123
Latest filing
Oct 15, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Marshall & Sullivan Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2025 holdings

Shares (Q3 2025)
4,502
Value
$3.00M
% of portfolio
1.4%
Quarters held
19
Since Q1 2021
Holdings of SPY by Marshall & Sullivan Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20254,502$3.00M1.4%−45−1.0%ReducedHolders
Q2 20254,547$2.81M1.4%−29−0.6%ReducedHolders
Q1 20254,576$2.56M1.3%−6−0.1%ReducedHolders
Q4 20244,582$2.69M1.3%−37−0.8%ReducedHolders
Q3 20244,619$2.65M1.3%00.0%UnchangedHolders
Q2 20244,619$2.51M1.3%−31−0.7%ReducedHolders
Q1 20244,650$2.43M1.2%−100−2.1%ReducedHolders
Q4 20234,750$2.26M1.2%+65+1.4%AddedHolders
Q3 20234,685$2.00M1.2%−226−4.6%ReducedHolders
Q2 20234,911$2.18M1.2%00.0%UnchangedHolders
Q1 20234,911$2.01M1.2%−26−0.5%ReducedHolders
Q4 20224,937$1.89M1.2%−136−2.7%ReducedHolders
Q3 20225,073$1.81M1.3%−44−0.9%ReducedHolders
Q2 20225,117$1.93M1.2%−4−0.1%ReducedHolders
Q1 20225,121$2.31M1.3%+34+0.7%AddedHolders
Q4 20215,087$2.42M1.2%−11−0.2%ReducedHolders
Q3 20215,098$2.19M1.1%+211+4.3%AddedHolders
Q2 20214,887$2.09M1.2%00.0%UnchangedHolders
Q1 20214,887$1.94M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.