Tilson Financial Group
SPY icon

Tilson Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Tilson Financial Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.93M Sell
6,465
-1,692
-21% -$1.29M 1.37% 23
2026
Q2 		$6.09M Buy
8,157
+147
+2% +$107K 1.68% 21
2026
Q1 		$5.21M Sell
8,010
-224
-3% -$152K 1.56% 24
2025
Q4 		$5.61M Sell
8,234
-231
-3% -$156K 1.73% 19
2025
Q3 		$5.64M Sell
8,465
-234
-3% -$150K 1.85% 20
2025
Q2 		$5.38M Sell
8,699
-85
-1% -$48.6K 2.03% 18
2025
Q1 		$4.91M Sell
8,784
-395
-4% -$232K 1.94% 16
2024
Q4 		$5.38M Sell
9,179
-954
-9% -$562K 2.2% 14
2024
Q3 		$5.81M Sell
10,133
-1,257
-11% -$695K 2.52% 13
2024
Q2 		$6.2M Sell
11,390
-2,167
-16% -$1.13M 6.26% 6
2024
Q1 		$7.09M Sell
13,557
-4,799
-26% -$2.39M 3.81% 9
2023
Q4 		$8.72M Buy
18,356
+37
+0.2% +$16.5K 5.62% 6
2023
Q3 		$7.83M Sell
18,319
-95
-0.5% -$42.3K 6.15% 4
2023
Q2 		$8.16M Sell
18,414
-738
-4% -$310K 13.88% 2
2023
Q1 		$7.84M Sell
19,152
-235
-1% -$93.8K 6.4% 3
2022
Q4 		$7.41M Buy
+19,387
New +$7.45M 6.31% 3

Other funds holding SPY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Tilson Financial Group's SPY Position: Q3 2026 in Review

Tilson Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q3 2026, selling an estimated $1.29M and leaving 6,465 shares worth $4.93M. The position accounts for 1.37% of the portfolio, ranked #23.

Tilson Financial Group first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.72M in Q4 2023. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Tilson Financial Group held 6,465 shares of State Street SPDR S&P 500 ETF Trust worth $4.93M as of Q3 2026.
  • Tilson Financial Group sold 1,692 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.29M.
  • State Street SPDR S&P 500 ETF Trust made up 1.37% of Tilson Financial Group's portfolio in Q3 2026, its #23 holding.
  • Tilson Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • Tilson Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $8.72M in Q4 2023.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.