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

Tull Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$67.4M Buy
750,836
+43,982
+6% +$3.93M 26.07% 1
2026
Q2 		$62.1M Buy
706,854
+17,224
+2% +$1.47M 24.31% 1
2026
Q1 		$52.8M Buy
689,630
+18,235
+3% +$1.46M 23.57% 1
2025
Q4 		$53.9M Buy
671,395
+6,798
+1% +$541K 23.07% 1
2025
Q3 		$52.1M Buy
664,597
+8,543
+1% +$644K 22.99% 1
2025
Q2 		$47.7M Buy
656,054
+51,762
+9% +$3.48M 21.69% 1
2025
Q1 		$39.7M Buy
604,292
+412,483
+215% +$28.5M 23.14% 1
2024
Q4 		$13.2M Buy
191,809
+25,411
+15% +$1.76M 7.98% 4
2024
Q3 		$11.2M Buy
+166,398
New +$10.8M 6.83% 6

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

Tull Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q3 2026, buying an estimated $3.93M and bringing the position to 750,836 shares worth $67.4M. The position accounts for 26.07% of the portfolio, ranked #1.

Tull Financial Group first reported a position in SPYM in Q3 2024 and has held it in 9 quarters since. 1,161 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Tull Financial Group held 750,836 shares of State Street SPDR Portfolio S&P 500 ETF worth $67.4M as of Q3 2026.
  • Tull Financial Group bought 43,982 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.93M.
  • State Street SPDR Portfolio S&P 500 ETF made up 26.07% of Tull Financial Group's portfolio in Q3 2026, its #1 holding.
  • Tull Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,161 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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