TFG
Tilson Financial Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
13,637
-359
| -3% | -$15.3K | 0.22% | 47 |
|
|
2025
Q1 | $570K | Sell |
13,996
-452
| -3% | -$18.4K | 0.23% | 49 |
|
|
2024
Q4 | $649K | Sell |
14,448
-72
| -0.5% | -$3.23K | 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% | -$3.1K | 0.34% | 41 |
|
|
2023
Q4 | $615K | Sell |
14,592
-7,153
| -33% | -$301K | 0.4% | 37 |
|
|
2023
Q3 | $802K | Sell |
21,745
-1,202
| -5% | -$44.3K | 0.63% | 30 |
|
|
2023
Q2 | $891K | Sell |
22,947
-284
| -1% | -$11K | 1.52% | 12 |
|
|
2023
Q1 | $877K | Sell |
23,231
-719
| -3% | -$27.1K | 0.72% | 29 |
|
|
2022
Q4 | $885K | Buy |
+23,950
| New | +$885K | 0.75% | 29 |
|