TFG
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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
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 		$1.35M 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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Tilson Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.1% in Q2 2026, selling an estimated $1.37K and leaving 11,631 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #31.

Tilson Financial Group first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2024. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Tilson Financial Group held 11,631 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.38M as of Q2 2026.
  • Tilson Financial Group sold 12 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.37K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.38% of Tilson Financial Group's portfolio in Q2 2026, its #31 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 15 quarters since.
  • Tilson Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.41M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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