Tull Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Tull Financial Group’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	$29.2M	Sell	38,300 -153	-0.4%	-$116K	11.3%	4
2026 Q2	$28.7M	Sell	38,453 -373	-1%	-$270K	11.24%	4
2026 Q1	$25.2M	Sell	38,826 -388	-1%	-$264K	11.27%	4
2025 Q4	$26.7M	Sell	39,214 -23	-0.1%	-$15.5K	11.45%	5
2025 Q3	$26.1M	Buy	39,237 +140	+0.4%	+$89.7K	11.54%	5
2025 Q2	$24.2M	Sell	39,097 -63	-0.2%	-$36K	10.99%	5
2025 Q1	$21.9M	Sell	39,160 -47,943	-55%	-$28.2M	12.76%	4
2024 Q4	$51M	Sell	87,103 -1,703	-2%	-$1M	30.79%	1
2024 Q3	$51M	Buy	+88,806	New	+$49.1M	30.98%	1

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tull Financial Group's SPY Position: Q3 2026 in Review

Tull Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.4% in Q3 2026, selling an estimated $116K and leaving 38,300 shares worth $29.2M. The position accounts for 11.3% of the portfolio, ranked #4.

Tull Financial Group first reported a position in SPY in Q3 2024 and has held it in 9 quarters since. The position peaked at $51M in Q4 2024. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Tull Financial Group held 38,300 shares of State Street SPDR S&P 500 ETF Trust worth $29.2M as of Q3 2026.
Tull Financial Group sold 153 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $116K.
State Street SPDR S&P 500 ETF Trust made up 11.3% of Tull Financial Group's portfolio in Q3 2026, its #4 holding.
Tull Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 9 quarters since.
Tull Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $51M in Q4 2024.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Tull Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.