LIA
DSPY

LBMC Investment Advisors’s Tema S&P 500 Historical Weight ETF Strategy DSPY Stock Holding History

LBMC Investment Advisors’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 		$2.42M Buy
36,724
+6,725
+22% +$423K 0.13% 71
2026
Q1 		$1.71M Buy
+29,999
New +$1.77M 0.1% 77

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
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
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

LBMC Investment Advisors's DSPY Position: Q2 2026 in Review

LBMC Investment Advisors increased its Tema S&P 500 Historical Weight ETF Strategy (DSPY) stake by 22% in Q2 2026, buying an estimated $423K and bringing the position to 36,724 shares worth $2.42M. The position accounts for 0.13% of the portfolio, ranked #71.

LBMC Investment Advisors first reported a position in DSPY in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold DSPY as of Q2 2026.

  • LBMC Investment Advisors held 36,724 shares of Tema S&P 500 Historical Weight ETF Strategy worth $2.42M as of Q2 2026.
  • LBMC Investment Advisors bought 6,725 Tema S&P 500 Historical Weight ETF Strategy shares in Q2 2026, an estimated $423K.
  • Tema S&P 500 Historical Weight ETF Strategy made up 0.13% of LBMC Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • LBMC Investment Advisors first reported a position in Tema S&P 500 Historical Weight ETF Strategy in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Tema S&P 500 Historical Weight ETF Strategy as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.