J. Team Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

J. Team Financial’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.05M	Buy	1,372 +5	+0.4%	+$3.8K	0.91%	29
2026 Q2	$1.02M	Sell	1,367 -8	-0.6%	-$5.8K	0.99%	26
2026 Q1	$894K	Sell	1,375 -324	-19%	-$220K	1%	29
2025 Q4	$1.16M	Sell	1,699 -60	-3%	-$40.6K	1.16%	26
2025 Q3	$1.17M	Buy	+1,759	New	+$1.13M	1.19%	24

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

J. Team Financial's SPY Position: Q3 2026 in Review

J. Team Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.37% in Q3 2026, buying an estimated $3.8K and bringing the position to 1,372 shares worth $1.05M. The position accounts for 0.91% of the portfolio, ranked #29.

J. Team Financial first reported a position in SPY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

J. Team Financial held 1,372 shares of State Street SPDR S&P 500 ETF Trust worth $1.05M as of Q3 2026.
J. Team Financial bought 5 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.8K.
State Street SPDR S&P 500 ETF Trust made up 0.91% of J. Team Financial's portfolio in Q3 2026, its #29 holding.
J. Team Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 5 quarters since.
J. Team Financial's State Street SPDR S&P 500 ETF Trust position peaked at $1.17M in Q3 2025.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.