TFG
Tilson Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
8,699
-85
| -1% | -$52.5K | 2.03% | 18 |
|
|
2025
Q1 | $4.91M | Sell |
8,784
-395
| -4% | -$221K | 1.94% | 16 |
|
|
2024
Q4 | $5.38M | Sell |
9,179
-954
| -9% | -$559K | 2.2% | 14 |
|
|
2024
Q3 | $5.81M | Sell |
10,133
-1,257
| -11% | -$721K | 2.52% | 13 |
|
|
2024
Q2 | $6.2M | Sell |
11,390
-2,167
| -16% | -$1.18M | 6.26% | 6 |
|
|
2024
Q1 | $7.09M | Sell |
13,557
-4,799
| -26% | -$2.51M | 3.81% | 9 |
|
|
2023
Q4 | $8.73M | Buy |
18,356
+37
| +0.2% | +$17.6K | 5.62% | 6 |
|
|
2023
Q3 | $7.83M | Sell |
18,319
-95
| -0.5% | -$40.6K | 6.15% | 4 |
|
|
2023
Q2 | $8.16M | Sell |
18,414
-738
| -4% | -$327K | 13.88% | 2 |
|
|
2023
Q1 | $7.84M | Sell |
19,152
-235
| -1% | -$96.2K | 6.4% | 3 |
|
|
2022
Q4 | $7.41M | Buy |
+19,387
| New | +$7.41M | 6.31% | 3 |
|