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Tilson Financial Group, Inc.

SEC CIK
0001964820
Latest filing
Jul 27, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Tilson Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
8,157
Value
$6.09M
% of portfolio
1.7%
Quarters held
15
Since Q4 2022
Holdings of SPY by Tilson Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,157$6.09M1.7%+147+1.8%AddedHolders
Q1 20268,010$5.21M1.6%−224−2.7%ReducedHolders
Q4 20258,234$5.61M1.7%−231−2.7%ReducedHolders
Q3 20258,465$5.64M1.9%−234−2.7%ReducedHolders
Q2 20258,699$5.38M2.0%−85−1.0%ReducedHolders
Q1 20258,784$4.91M1.9%−395−4.3%ReducedHolders
Q4 20249,179$5.38M2.2%−954−9.4%ReducedHolders
Q3 202410,133$5.81M2.5%−1,257−11.0%ReducedHolders
Q2 202411,390$6.20M6.3%−2,167−16.0%ReducedHolders
Q1 202413,557$7.09M3.8%−4,799−26.1%ReducedHolders
Q4 202318,356$8.72M5.6%+37+0.2%AddedHolders
Q3 202318,319$7.83M6.2%−95−0.5%ReducedHolders
Q2 202318,414$8.16M13.9%−738−3.9%ReducedHolders
Q1 202319,152$7.84M6.4%−235−1.2%ReducedHolders
Q4 202219,387$7.41M6.3%–No prior filingHolders