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 Q3	$513K	Sell	672 -79	-11%	-$60K	0.06%	107
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%	-$9.6K	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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Teamwork Financial Advisors's SPY Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q3 2026, selling an estimated $60K and leaving 672 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #107.

Teamwork Financial Advisors first reported a position in SPY in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.09M in Q4 2022. 2,138 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Teamwork Financial Advisors held 672 shares of State Street SPDR S&P 500 ETF Trust worth $513K as of Q3 2026.
Teamwork Financial Advisors sold 79 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $60K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Teamwork Financial Advisors's portfolio in Q3 2026, its #107 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 26 quarters since.
Teamwork Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.09M in Q4 2022.
2,138 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.