Number of Shares
267,942.00
Current Holdings Value*
$7.65 Mil
% of Portfolio
3.03%
Total Estimate Gain
$622,090.29
% of Total Estimate Gain
8.54%

Tilson Financial Group, Inc.'s SPDR SSgA Multi-Asset Real Return ETF Holding Summary

As of 2025-03-31, Tilson Financial Group, Inc. held 267,942.00 shares of SPDR SSgA Multi-Asset Real Return ETF(RLY), totaling $7.65 Mil. This investment constitutes 3.03% of their stock portfolio, and Tilson Financial Group, Inc. now holds 1.58% of the outstanding SPDR SSgA Multi-Asset Real Return ETF(RLY) stock.

The initial trade took place in 2022Q4. And since then Tilson Financial Group, Inc. has made 9 purchases of RLY, at an average price of $27.19, for a total of 267,942.00 shares. Based on historical transaction data and RLY's current price of $29.51, Tilson Financial Group, Inc.'s estimated gain on his RLY holdings is $622,090.29, reflecting a 8.54% gain to date.

Tilson Financial Group, Inc. RLY ($29.51) Holding Chart

Tilson Financial Group, Inc. RLY ($29.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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