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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Tilson Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, buying an estimated $107K and bringing the position to 8,157 shares worth $6.09M. The position accounts for 1.68% of the portfolio, ranked #21.

Tilson Financial Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.72M in Q4 2023. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Tilson Financial Group held 8,157 shares of State Street SPDR S&P 500 ETF Trust worth $6.09M as of Q2 2026.
  • Tilson Financial Group bought 147 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $107K.
  • State Street SPDR S&P 500 ETF Trust made up 1.68% of Tilson Financial Group's portfolio in Q2 2026, its #21 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 15 quarters since.
  • Tilson Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $8.72M in Q4 2023.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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