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

Teamwork Financial Advisors’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	$561K	Buy	751 +85	+13%	+$61.6K	0.05%	115
2026 Q1	$433K	Sell	666 -3	-0.4%	-$2.04K	0.05%	146
2025 Q4	$456K	Sell	669 -10	-1%	-$6.76K	0.05%	136
2025 Q3	$453K	Sell	679 -15	-2%	-$9.62K	0.05%	143
2025 Q2	$429K	Buy	694 +205	+42%	+$117K	0.05%	143
2025 Q1	$274K	Sell	489 -9	-2%	-$5.29K	0.04%	148
2024 Q4	$292K	Buy	498 +9	+2%	+$5.3K	0.04%	139
2024 Q3	$281K	Buy	489 +56	+13%	+$31K	0.04%	133
2024 Q2	$236K	Sell	433 -2,488	-85%	-$1.3M	0.04%	122
2024 Q1	$1.53M	Sell	2,921 -633	-18%	-$315K	0.24%	60
2023 Q4	$1.69M	Sell	3,554 -1,628	-31%	-$725K	0.29%	48
2023 Q3	$2.22M	Buy	5,182 +1,288	+33%	+$573K	0.36%	47
2023 Q2	$1.73M	Sell	3,894 -73	-2%	-$30.6K	0.28%	60
2023 Q1	$1.62M	Sell	3,967 -4,125	-51%	-$1.65M	0.3%	56
2022 Q4	$3.09M	Buy	8,092 +5,119	+172%	+$1.97M	0.62%	28
2022 Q3	$1.06M	Buy	2,973 +590	+25%	+$234K	0.23%	67
2022 Q2	$899K	Sell	2,383 -663	-22%	-$272K	0.2%	85
2022 Q1	$1.38M	Sell	3,046 -2,080	-41%	-$926K	0.26%	75
2021 Q4	$2.44M	Buy	5,126 +264	+5%	+$121K	0.45%	37
2021 Q3	$2.09M	Sell	4,862 -9	-0.2%	-$3.97K	0.41%	42
2021 Q2	$2.08M	Sell	4,871 -325	-6%	-$136K	0.43%	42
2021 Q1	$2.06M	Sell	5,196 -1,203	-19%	-$464K	0.48%	38
2020 Q4	$2.39M	Buy	6,399 +153	+2%	+$54.3K	0.57%	29
2020 Q3	$2.09M	Buy	6,246 +1,284	+26%	+$426K	0.65%	24
2020 Q2	$1.53M	Buy	+4,962	New	+$1.45M	0.55%	41

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

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

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Teamwork Financial Advisors's SPY Position: Q2 2026 in Review

Teamwork Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $61.6K and bringing the position to 751 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #115.

Teamwork Financial Advisors first reported a position in SPY in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.09M in Q4 2022. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Teamwork Financial Advisors held 751 shares of State Street SPDR S&P 500 ETF Trust worth $561K as of Q2 2026.
Teamwork Financial Advisors bought 85 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $61.6K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Teamwork Financial Advisors's portfolio in Q2 2026, its #115 holding.
Teamwork Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 25 quarters since.
Teamwork Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.09M in Q4 2022.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.