Number of Shares
87,103.00
Current Holdings Value*
$51.05 Mil
% of Portfolio
30.79%
Total Estimate Gain
$6.56 Mil
% of Total Estimate Gain
13.37%

Tull Financial Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2024-12-31, Tull Financial Group, Inc. held 87,103.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $51.05 Mil. This investment constitutes 30.79% of their stock portfolio, and Tull Financial Group, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2024Q3. In addition, there have been 1 sales at an average price of $589.49 for 1,703.00 shares. Based on historical transaction data and SPY's current price of $627.58, Tull Financial Group, Inc.'s estimated gain on his SPY holdings is $6.56 Mil, reflecting a 13.37% gain to date.

Tull Financial Group, Inc. SPY ($627.58) Holding Chart

Tull Financial Group, Inc. SPY ($627.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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