TFG
SPYM

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

Team Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,918
Closed -$147K – 217
2026
Q1 		$147K Buy
1,918
+235
+14% +$18.8K 0.07% 64
2025
Q4 		$135K Buy
1,683
+239
+17% +$19K 0.06% 59
2025
Q3 		$113K Buy
1,444
+188
+15% +$14.2K 0.05% 63
2025
Q2 		$91.3K Buy
+1,256
New +$84.5K 0.04% 64

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Team Financial Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 1,918 shares — an estimated $147K sold.

Team Financial Group first reported a position in SPYM in Q2 2025 and held it in 4 quarters. The position peaked at $147K in Q1 2026. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Team Financial Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 1,918 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $147K.
  • Team Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $147K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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