Tilson Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$741K	Sell	12,850 -164	-1%	-$8.76K	0.2%	46
2026 Q1	$629K	Buy	13,014 +24	+0.2%	+$1.19K	0.19%	48
2025 Q4	$609K	Sell	12,990 -438	-3%	-$20.4K	0.19%	55
2025 Q3	$622K	Sell	13,428 -209	-2%	-$9.37K	0.2%	47
2025 Q2	$581K	Sell	13,637 -359	-3%	-$14.5K	0.22%	47
2025 Q1	$570K	Sell	13,996 -452	-3%	-$19.9K	0.23%	49
2024 Q4	$649K	Sell	14,448 -72	-0.5%	-$3.35K	0.26%	45
2024 Q3	$661K	Hold	14,520	–	–	0.29%	42
2024 Q2	$603K	Hold	14,520	–	–	0.61%	20
2024 Q1	$625K	Sell	14,520 -72	-0.5%	-$2.98K	0.34%	41
2023 Q4	$615K	Sell	14,592 -7,153	-33%	-$269K	0.4%	37
2023 Q3	$802K	Sell	21,745 -1,202	-5%	-$46.8K	0.63%	30
2023 Q2	$891K	Sell	22,947 -284	-1%	-$10.6K	1.52%	12
2023 Q1	$877K	Sell	23,231 -719	-3%	-$28.1K	0.72%	29
2022 Q4	$885K	Buy	+23,950	New	+$897K	0.75%	29

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Tilson Financial Group's SPSM Position: Q2 2026 in Review

Tilson Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.3% in Q2 2026, selling an estimated $8.76K and leaving 12,850 shares worth $741K. The position accounts for 0.2% of the portfolio, ranked #46.

Tilson Financial Group first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $891K in Q2 2023. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Tilson Financial Group held 12,850 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $741K as of Q2 2026.
Tilson Financial Group sold 164 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.76K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.2% of Tilson Financial Group's portfolio in Q2 2026, its #46 holding.
Tilson Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
Tilson Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $891K in Q2 2023.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.