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

Team Financial Group’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 Q2	–	Sell	-196	Closed	-$127K	–	220
2026 Q1	$127K	Hold	196	–	–	0.06%	68
2025 Q4	$134K	Sell	196 -17	-8%	-$11.5K	0.06%	60
2025 Q3	$142K	Buy	213 +11	+5%	+$7.05K	0.07%	58
2025 Q2	$125K	Buy	+202	New	+$115K	0.06%	54

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Team Financial Group's SPY Position: Q2 2026 in Review

Team Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 196 shares — an estimated $127K sold.

Team Financial Group first reported a position in SPY in Q2 2025 and held it in 4 quarters. The position peaked at $142K in Q3 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Team Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 196 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $127K.
Team Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and held it in 4 quarters.
Team Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $142K in Q3 2025.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.