Brown Advisory
DSPY

Brown Advisory’s Tema S&P 500 Historical Weight ETF Strategy DSPY Stock Holding History

Brown Advisory’s Portfolio DSPY Stock Details DSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$865M Buy
13,147,422
+1,990
+0% +$125K 1.34% 12
2026
Q1 		$750M Hold
13,145,432
– – 1.23% 13
2025
Q4 		$766M Sell
13,145,432
-13,128
-0.1% -$758K 1.07% 18
2025
Q3 		$752M Buy
+13,158,560
New +$725M 0.98% 23

Other funds holding DSPY

TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

Brown Advisory's DSPY Position: Q2 2026 in Review

Brown Advisory increased its Tema S&P 500 Historical Weight ETF Strategy (DSPY) stake by 0.02% in Q2 2026, buying an estimated $125K and bringing the position to 13,147,422 shares worth $865M. The position accounts for 1.34% of the portfolio, ranked #12.

Brown Advisory first reported a position in DSPY in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold DSPY as of Q2 2026.

  • Brown Advisory held 13,147,422 shares of Tema S&P 500 Historical Weight ETF Strategy worth $865M as of Q2 2026.
  • Brown Advisory bought 1,990 Tema S&P 500 Historical Weight ETF Strategy shares in Q2 2026, an estimated $125K.
  • Tema S&P 500 Historical Weight ETF Strategy made up 1.34% of Brown Advisory's portfolio in Q2 2026, its #12 holding.
  • Brown Advisory first reported a position in Tema S&P 500 Historical Weight ETF Strategy in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Tema S&P 500 Historical Weight ETF Strategy as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.