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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tull Financial Group's SPYM Position: Q2 2026 in Review

Tull Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.5% in Q2 2026, buying an estimated $1.47M and bringing the position to 706,854 shares worth $62.1M. The position accounts for 24.31% of the portfolio, ranked #1.

Tull Financial Group first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tull Financial Group held 706,854 shares of State Street SPDR Portfolio S&P 500 ETF worth $62.1M as of Q2 2026.
Tull Financial Group bought 17,224 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.47M.
State Street SPDR Portfolio S&P 500 ETF made up 24.31% of Tull Financial Group's portfolio in Q2 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 8 quarters since.
1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Tull Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.