Tull Financial Group, Inc. SPLG SPDR SER TR

Ownership history in Tull Financial Group, Inc.  ·  7 quarters on record

AI Ownership Summary

Tull Financial Group, Inc. reported SPDR SER TR (SPLG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 24.31% in 2026 Q2. The latest visible filing shows SPLG at 24.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tull Financial Group, Inc.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPLG was reported at 24.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.31% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tull Financial Group, Inc. held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 706,854 +17,224 +2.5% 24.31% $62.1M 2026-08-05 $87.48
2026 Q1 ADDED 689,630 +18,235 +2.7% 23.57% $52.8M 2026-05-07
2025 Q4 ADDED 671,395 +6,798 +1.0% 23.07% $53.9M 2026-02-12
2025 Q3 ADDED 664,597 +8,543 +1.3% 22.99% $52.1M 2025-12-08
2025 Q2 ADDED 656,054 +464,245 +242.0% 21.69% $47.7M 2025-08-20
2024 Q4 ADDED 191,809 +25,411 +15.3% 7.98% $13.2M 2025-02-04
2024 Q3 INITIATED 166,398 6.83% $11.2M 2024-10-21

FAQ About Tull Financial Group, Inc. and SPLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tull Financial Group, Inc. reported owning SPLG?

Tull Financial Group, Inc. reported SPLG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SPLG position in Tull Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for SPLG was 24.31% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when Tull Financial Group, Inc. reported 706,854 shares, equal to 24.31% of portfolio, with an estimated market value of $62.1M.

What does the chart on this SPLG ownership page compare?

The chart compares Tull Financial Group, Inc.'s quarterly SPLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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