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

Zullo Investment 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 Q2	$750K	Sell	1,004 -6	-0.6%	-$4.35K	0.26%	72
2026 Q1	$657K	Buy	1,010 +120	+13%	+$81.6K	0.25%	76
2025 Q4	$607K	Sell	890 -95	-10%	-$64.2K	0.22%	83
2025 Q3	$656K	Buy	985 +63	+7%	+$40.4K	0.24%	75
2025 Q2	$570K	Buy	922 +17	+2%	+$9.72K	0.23%	84
2025 Q1	$506K	Sell	905 -20	-2%	-$11.8K	0.22%	87
2024 Q4	$542K	Buy	925 +15	+2%	+$8.84K	0.22%	81
2024 Q3	$522K	Sell	910 -6	-0.7%	-$3.32K	0.22%	83
2024 Q2	$499K	Buy	916 +25	+3%	+$13.1K	0.22%	84
2024 Q1	$466K	Sell	891 -3	-0.3%	-$1.49K	0.22%	88
2023 Q4	$425K	Buy	894 +223	+33%	+$99.3K	0.22%	93
2023 Q3	$287K	Buy	671 +21	+3%	+$9.34K	0.17%	107
2023 Q2	$288K	Sell	650 -32	-5%	-$13.4K	0.16%	111
2023 Q1	$279K	Sell	682 -24	-3%	-$9.58K	0.17%	110
2022 Q4	$270K	Hold	706	–	–	0.17%	110
2022 Q3	$252K	Buy	706 +36	+5%	+$14.3K	0.16%	109
2022 Q2	$253K	Sell	670 -6	-0.9%	-$2.46K	0.16%	112
2022 Q1	$305K	Sell	676 -3	-0.4%	-$1.34K	0.16%	117
2021 Q4	$322K	Buy	+679	New	+$312K	0.17%	115

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

Zullo Investment Group's SPY Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.59% in Q2 2026, selling an estimated $4.35K and leaving 1,004 shares worth $750K. The position accounts for 0.26% of the portfolio, ranked #72.

Zullo Investment Group first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Zullo Investment Group held 1,004 shares of State Street SPDR S&P 500 ETF Trust worth $750K as of Q2 2026.
Zullo Investment Group sold 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Zullo Investment Group's portfolio in Q2 2026, its #72 holding.
Zullo Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.