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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$452K	Sell	7,984 -131	-2%	-$7.6K	0.14%	59
2025 Q4	$461K	Sell	8,115 -111	-1%	-$6.24K	0.14%	59
2025 Q3	$455K	Sell	8,226 -789	-9%	-$42.5K	0.15%	56
2025 Q2	$472K	Sell	9,015 -368	-4%	-$18.4K	0.18%	51
2025 Q1	$479K	Sell	9,383 -244	-3%	-$12.7K	0.19%	54
2024 Q4	$492K	Sell	9,627 -716	-7%	-$38.1K	0.2%	53
2024 Q3	$547K	Sell	10,343 -664	-6%	-$33.8K	0.24%	50
2024 Q2	$536K	Sell	11,007 -209	-2%	-$10.2K	0.54%	23
2024 Q1	$562K	Sell	11,216 -1,847	-14%	-$88.1K	0.3%	44
2023 Q4	$609K	Sell	13,063 -3,247	-20%	-$140K	0.39%	38
2023 Q3	$673K	Sell	16,310 -3,536	-18%	-$153K	0.53%	35
2023 Q2	$857K	Sell	19,846 -15,288	-44%	-$631K	1.46%	14
2023 Q1	$1.43M	Sell	35,134 -1,413	-4%	-$57.3K	1.17%	22
2022 Q4	$1.42M	Buy	+36,547	New	+$1.4M	1.21%	22

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tilson Financial Group's SPYV Position: Q1 2026 in Review

Tilson Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.6% in Q1 2026, selling an estimated $7.6K and leaving 7,984 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #59.

Tilson Financial Group first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q1 2023. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Tilson Financial Group held 7,984 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $452K as of Q1 2026.
Tilson Financial Group sold 131 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $7.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.14% of Tilson Financial Group's portfolio in Q1 2026, its #59 holding.
Tilson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
Tilson Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.43M in Q1 2023.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.