Tilson Financial Group
SPYG icon

Tilson Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Tilson Financial Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.41M Sell
11,441
-190
-2% -$22.8K 0.39% 34
2026
Q2 		$1.38M Sell
11,631
-12
-0.1% -$1.37K 0.38% 31
2026
Q1 		$1.14M Sell
11,643
-111
-0.9% -$11.6K 0.34% 34
2025
Q4 		$1.25M Sell
11,754
-75
-0.6% -$7.95K 0.39% 33
2025
Q3 		$1.24M Sell
11,829
-694
-6% -$69.1K 0.41% 32
2025
Q2 		$1.19M Sell
12,523
-927
-7% -$79.5K 0.45% 31
2025
Q1 		$1.08M Sell
13,450
-2,138
-14% -$187K 0.43% 32
2024
Q4 		$1.37M Sell
15,588
-1,378
-8% -$119K 0.56% 31
2024
Q3 		$1.41M Buy
16,966
+53
+0.3% +$4.24K 0.61% 29
2024
Q2 		$1.36M Sell
16,913
-750
-4% -$56K 1.37% 17
2024
Q1 		$1.29M Sell
17,663
-2,297
-12% -$160K 0.69% 30
2023
Q4 		$1.3M Sell
19,960
-1,640
-8% -$101K 0.84% 29
2023
Q3 		$1.28M Sell
21,600
-1,239
-5% -$75.9K 1.01% 25
2023
Q2 		$1.39M Sell
22,839
-739
-3% -$42.3K 2.37% 11
2023
Q1 		$1.3M Sell
23,578
-1,224
-5% -$64.8K 1.07% 24
2022
Q4 		$1.26M Buy
+24,802
New +$1.29M 1.07% 23

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

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

Tilson Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q3 2026, selling an estimated $22.8K and leaving 11,441 shares worth $1.41M. The position accounts for 0.39% of the portfolio, ranked #34.

Tilson Financial Group first reported a position in SPYG in Q4 2022 and has held it in 16 quarters since. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Tilson Financial Group held 11,441 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.41M as of Q3 2026.
  • Tilson Financial Group sold 190 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $22.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.39% of Tilson Financial Group's portfolio in Q3 2026, its #34 holding.
  • Tilson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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