Tilson Financial Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Tilson Financial Group’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,378	Closed	-$525K	–	78
2025 Q2	$525K	Sell	17,378 -2,479	-12%	-$74.4K	0.2%	50
2025 Q1	$598K	Buy	19,857 +4,782	+32%	+$143K	0.24%	46
2024 Q4	$450K	Sell	15,075 -3,291	-18%	-$98.6K	0.18%	55
2024 Q3	$556K	Buy	18,366 +833	+5%	+$25K	0.24%	47
2024 Q2	$521K	Sell	17,533 -57	-0.3%	-$1.69K	0.53%	26
2024 Q1	$524K	Buy	17,590 +3,258	+23%	+$96.9K	0.28%	48
2023 Q4	$427K	Sell	14,332 -731	-5%	-$21.5K	0.27%	47
2023 Q3	$442K	Buy	15,063 +374	+3%	+$11K	0.35%	45
2023 Q2	$432K	Buy	14,689 +111	+0.8%	+$3.28K	0.73%	22
2023 Q1	$432K	Sell	14,578 -193	-1%	-$5.69K	0.35%	43
2022 Q4	$434K	Buy	+14,771	New	+$432K	0.37%	43

Other funds holding SPSB

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return