Pullen Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Pullen Investment Management’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
2026 Q2	$4.59M	Sell	6,143 -22	-0.4%	-$15.9K	2.12%	6
2026 Q1	$4.01M	Hold	6,165	–	–	2.01%	9
2025 Q4	$4.2M	Hold	6,165	–	–	2.21%	7
2025 Q3	$4.11M	Hold	6,165	–	–	2.22%	9
2025 Q2	$3.81M	Hold	6,165	–	–	2.29%	7
2025 Q1	$3.45M	Sell	6,165 -33	-0.5%	-$19.4K	2.18%	5
2024 Q4	$3.63M	Buy	6,198 +285	+5%	+$168K	2.36%	6
2024 Q3	$3.39M	Sell	5,913 -67	-1%	-$37K	2.48%	6
2024 Q2	$3.25M	Hold	5,980	–	–	2.7%	6
2024 Q1	$3.13M	Buy	+5,980	New	+$2.98M	2.64%	6

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pullen Investment Management's SPY Position: Q2 2026 in Review

Pullen Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.36% in Q2 2026, selling an estimated $15.9K and leaving 6,143 shares worth $4.59M. The position accounts for 2.12% of the portfolio, ranked #6.

Pullen Investment Management first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Pullen Investment Management held 6,143 shares of State Street SPDR S&P 500 ETF Trust worth $4.59M as of Q2 2026.
Pullen Investment Management sold 22 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.9K.
State Street SPDR S&P 500 ETF Trust made up 2.12% of Pullen Investment Management's portfolio in Q2 2026, its #6 holding.
Pullen Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.