Zullo Investment Group, Inc. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Zullo Investment Group, Inc. opened 42 positions, added to 131, reduced 117 and sold out of 33.
- Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 68,080.
- Q2 2026: Stock XLF; Country of operation —; Class STATE STREET FIN; Shares before 107,144.
- Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE; Shares before 67,864.
- Q2 2026: Stock XLI; Country of operation —; Class STATE STREET IND; Shares before 21,842.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909760), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 68,080 | 0 | -68,080 | $9,047,901 | $0 | -$9,047,901 | 2026-07-31 |
|---|
| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 107,144 | 0 | -107,144 | $5,289,746 | $0 | -$5,289,746 | 2026-07-31 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 67,864 | 0 | -67,864 | $4,157,373 | $0 | -$4,157,373 | 2026-07-31 |
|---|
| Q2 2026 | XLI
SELECT SECTOR SPDR TR | | STATE STREET IND | 21,842 | 0 | -21,842 | $3,532,546 | $0 | -$3,532,546 | 2026-07-31 |
|---|
| Q2 2026 | XLC
SELECT SECTOR SPDR TR | | STATE STREET COM | 30,762 | 0 | -30,762 | $3,410,365 | $0 | -$3,410,365 | 2026-07-31 |
|---|
| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 20,984 | 0 | -20,984 | $3,076,566 | $0 | -$3,076,566 | 2026-07-31 |
|---|
| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 62,372 | 0 | -62,372 | $2,862,251 | $0 | -$2,862,251 | 2026-07-31 |
|---|
| Q2 2026 | XLY
SELECT SECTOR SPDR TR | | STATE STREET CON | 24,482 | 0 | -24,482 | $2,668,100 | $0 | -$2,668,100 | 2026-07-31 |
|---|
| Q2 2026 | XLB
SELECT SECTOR SPDR TR | | STATE STREET MAT | 45,431 | 0 | -45,431 | $2,270,229 | $0 | -$2,270,229 | 2026-07-31 |
|---|
| Q2 2026 | XLP
SELECT SECTOR SPDR TR | | STATE STREET CON | 24,174 | 0 | -24,174 | $1,981,796 | $0 | -$1,981,796 | 2026-07-31 |
|---|
| Q2 2026 | XLRE
SELECT SECTOR SPDR TR | | STATE STREET REA | 28,119 | 0 | -28,119 | $1,148,135 | $0 | -$1,148,135 | 2026-07-31 |
|---|
| Q2 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,551 | 0 | -1,551 | $497,576 | $0 | -$497,576 | 2026-07-31 |
|---|
| Q2 2026 | VDE
VANGUARD WORLD FD | | ENERGY ETF | 1,205 | 0 | -1,205 | $208,513 | $0 | -$208,513 | 2026-07-31 |
|---|
| Q1 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 2,455 | 0 | -2,455 | $245,205 | $0 | -$245,205 | 2026-04-15 |
|---|
| Q1 2026 | PRIV
SSGA ACTIVE TR | | SPDR SSGA IG PUB | 9,450 | 0 | -9,450 | $240,171 | $0 | -$240,171 | 2026-04-15 |
|---|
| Q1 2026 | IYW
ISHARES TR | | U.S. TECH ETF | 1,017 | 0 | -1,017 | $203,116 | $0 | -$203,116 | 2026-04-15 |
|---|
| Q1 2026 | PHK
PIMCO HIGH INCOME FD | | COM SHS | 10,100 | 0 | -10,100 | $49,086 | $0 | -$49,086 | 2026-04-15 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 33,150 | 0 | -33,150 | $9,343,756 | $0 | -$9,343,756 | 2026-01-26 |
|---|
| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 105,173 | 0 | -105,173 | $5,665,706 | $0 | -$5,665,706 | 2026-01-26 |
|---|
| Q4 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 29,274 | 0 | -29,274 | $3,465,245 | $0 | -$3,465,245 | 2026-01-26 |
|---|
| Q4 2025 | XLI
SELECT SECTOR SPDR TR | | INDL | 21,134 | 0 | -21,134 | $3,259,757 | $0 | -$3,259,757 | 2026-01-26 |
|---|
| Q4 2025 | XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 11,710 | 0 | -11,710 | $2,806,215 | $0 | -$2,806,215 | 2026-01-26 |
|---|
| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 31,045 | 0 | -31,045 | $2,773,599 | $0 | -$2,773,599 | 2026-01-26 |
|---|
| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 19,686 | 0 | -19,686 | $2,739,788 | $0 | -$2,739,788 | 2026-01-26 |
|---|
| Q4 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 29,902 | 0 | -29,902 | $2,607,820 | $0 | -$2,607,820 | 2026-01-26 |
|---|
| Q4 2025 | XLB
SELECT SECTOR SPDR TR | | SBI MATERIALS | 21,403 | 0 | -21,403 | $1,918,191 | $0 | -$1,918,191 | 2026-01-26 |
|---|
| Q4 2025 | XLP
SELECT SECTOR SPDR TR | | SBI CONS STPLS | 22,610 | 0 | -22,610 | $1,772,009 | $0 | -$1,772,009 | 2026-01-26 |
|---|
| Q4 2025 | QQEW
FIRST TR EXCHANGE-TRADED FD | | SHS | 8,650 | 0 | -8,650 | $1,220,602 | $0 | -$1,220,602 | 2026-01-26 |
|---|
| Q4 2025 | XLRE
SELECT SECTOR SPDR TR | | RL EST SEL SEC | 25,894 | 0 | -25,894 | $1,090,915 | $0 | -$1,090,915 | 2026-01-26 |
|---|
| Q3 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 3,621 | 0 | -3,621 | $206,433 | $0 | -$206,433 | 2025-10-23 |
|---|
| Q1 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 4,450 | 0 | -4,450 | $212,799 | $0 | -$212,799 | 2025-05-01 |
|---|
| Q4 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 1,022 | 0 | -1,022 | $201,508 | $0 | -$201,508 | 2025-02-03 |
|---|
| Q2 2024 | QLD
PROSHARES TR | | PSHS ULTRA QQQ | 2,650 | 0 | -2,650 | $231,909 | $0 | -$231,909 | 2024-08-13 |
|---|