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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
Q3 		$4.68M Sell
6,134
-9
-0.1% -$6.84K 2.24% 5
2026
Q2 		$4.59M Sell
6,143
-22
-0.4% -$16K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pullen Investment Management's SPY Position: Q3 2026 in Review

Pullen Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.15% in Q3 2026, selling an estimated $6.84K and leaving 6,134 shares worth $4.68M. The position accounts for 2.24% of the portfolio, ranked #5.

Pullen Investment Management first reported a position in SPY in Q1 2024 and has held it in 11 quarters since. 3,413 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Pullen Investment Management held 6,134 shares of State Street SPDR S&P 500 ETF Trust worth $4.68M as of Q3 2026.
  • Pullen Investment Management sold 9 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $6.84K.
  • State Street SPDR S&P 500 ETF Trust made up 2.24% of Pullen Investment Management's portfolio in Q3 2026, its #5 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 11 quarters since.
  • 3,413 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Pullen Investment Management's 13F filing for Q3 2026, filed 23 Oct 2026.