SF
DSPY

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

Summit Financial’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 		$264K Buy
4,003
+401
+11% +$25.2K ﹤0.01% 1395
2026
Q1 		$205K Buy
+3,602
New +$213K ﹤0.01% 1338

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

Summit Financial's DSPY Position: Q2 2026 in Review

Summit Financial increased its Tema S&P 500 Historical Weight ETF Strategy (DSPY) stake by 11% in Q2 2026, buying an estimated $25.2K and bringing the position to 4,003 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Summit Financial 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.

  • Summit Financial held 4,003 shares of Tema S&P 500 Historical Weight ETF Strategy worth $264K as of Q2 2026.
  • Summit Financial bought 401 Tema S&P 500 Historical Weight ETF Strategy shares in Q2 2026, an estimated $25.2K.
  • Tema S&P 500 Historical Weight ETF Strategy made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1395 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.