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

Tilson Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.71M	Buy	76,306 +3,753	+5%	+$320K	1.84%	16
2026 Q1	$5.55M	Buy	72,553 +2,947	+4%	+$236K	1.67%	20
2025 Q4	$5.58M	Buy	69,606 +1,705	+3%	+$136K	1.72%	20
2025 Q3	$5.32M	Sell	67,901 -3,742	-5%	-$282K	1.75%	21
2025 Q2	$5.21M	Sell	71,643 -1,467	-2%	-$98.6K	1.96%	19
2025 Q1	$4.81M	Buy	73,110 +6,145	+9%	+$425K	1.9%	17
2024 Q4	$4.62M	Buy	66,965 +4,082	+6%	+$283K	1.88%	17
2024 Q3	$4.25M	Buy	62,883 +14,150	+29%	+$920K	1.84%	17
2024 Q2	$3.12M	Buy	48,733 +15,884	+48%	+$978K	3.15%	10
2024 Q1	$2.02M	Buy	+32,849	New	+$1.92M	1.09%	27

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Tilson Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.2% in Q2 2026, buying an estimated $320K and bringing the position to 76,306 shares worth $6.71M. The position accounts for 1.84% of the portfolio, ranked #16.

Tilson Financial Group first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tilson Financial Group held 76,306 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.71M as of Q2 2026.
Tilson Financial Group bought 3,753 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $320K.
State Street SPDR Portfolio S&P 500 ETF made up 1.84% of Tilson Financial Group's portfolio in Q2 2026, its #16 holding.
Tilson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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