IFPG
DSPY

Intrepid Financial Planning Group’s Tema S&P 500 Historical Weight ETF Strategy DSPY Stock Holding History

Intrepid Financial Planning Group’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 		$207K Buy
+3,143
New +$198K 0.07% 126

Other funds holding DSPY

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
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 40.91% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Intrepid Financial Planning Group's DSPY Position: Q2 2026 in Review

Intrepid Financial Planning Group opened a new position in Tema S&P 500 Historical Weight ETF Strategy (DSPY) in Q2 2026: 3,143 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings.

12 funds tracked by Wall St. Rank hold DSPY as of Q2 2026.

  • Intrepid Financial Planning Group held 3,143 shares of Tema S&P 500 Historical Weight ETF Strategy worth $207K as of Q2 2026.
  • Tema S&P 500 Historical Weight ETF Strategy was a new Intrepid Financial Planning Group position in Q2 2026.
  • Tema S&P 500 Historical Weight ETF Strategy made up 0.07% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #126 holding.
  • 12 funds tracked by Wall St. Rank held Tema S&P 500 Historical Weight ETF Strategy as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.