Teamwork Financial Advisors
SPYG icon

Teamwork Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Teamwork Financial Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,909
Closed -$465K – 233
2026
Q2 		$465K Sell
3,909
-33
-0.8% -$3.77K 0.04% 134
2026
Q1 		$386K Sell
3,942
-122
-3% -$12.7K 0.04% 156
2025
Q4 		$434K Sell
4,064
-45
-1% -$4.77K 0.04% 143
2025
Q3 		$430K Sell
4,109
-726
-15% -$72.3K 0.04% 147
2025
Q2 		$461K Sell
4,835
-77
-2% -$6.6K 0.05% 136
2025
Q1 		$395K Sell
4,912
-2,053
-29% -$179K 0.05% 126
2024
Q4 		$612K Sell
6,965
-355
-5% -$30.7K 0.08% 99
2024
Q3 		$607K Buy
7,320
+2,726
+59% +$218K 0.08% 93
2024
Q2 		$368K Sell
4,594
-106
-2% -$7.92K 0.05% 103
2024
Q1 		$344K Sell
4,700
-394
-8% -$27.4K 0.05% 136
2023
Q4 		$331K Sell
5,094
-750
-13% -$46.2K 0.06% 137
2023
Q3 		$346K Buy
5,844
+283
+5% +$17.3K 0.06% 153
2023
Q2 		$339K Buy
5,561
+717
+15% +$41.1K 0.06% 147
2023
Q1 		$268K Buy
4,844
+34
+0.7% +$1.8K 0.05% 162
2022
Q4 		$244K Buy
4,810
+415
+9% +$21.6K 0.05% 172
2022
Q3 		$220K Buy
4,395
+2
+0% +$113 0.05% 187
2022
Q2 		$230K Sell
4,393
-181
-4% -$10.4K 0.05% 196
2022
Q1 		$303K Sell
4,574
-4,121
-47% -$268K 0.06% 205
2021
Q4 		$630K Buy
8,695
+18
+0.2% +$1.26K 0.12% 167
2021
Q3 		$556K Sell
8,677
-371
-4% -$24.5K 0.11% 149
2021
Q2 		$570K Sell
9,048
-68
-0.7% -$4.08K 0.12% 140
2021
Q1 		$514K Buy
9,116
+30
+0.3% +$1.68K 0.12% 138
2020
Q4 		$502K Buy
9,086
+293
+3% +$15.4K 0.12% 123
2020
Q3 		$441K Sell
8,793
-2,648
-23% -$130K 0.14% 125
2020
Q2 		$514K Buy
11,441
+4,411
+63% +$183K 0.18% 107
2020
Q1 		$251K Buy
+7,030
New +$288K 0.16% 97

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

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

Teamwork Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026, closing a stake of 3,909 shares — an estimated $465K sold.

Teamwork Financial Advisors first reported a position in SPYG in Q1 2020 and held it in 26 quarters. The position peaked at $630K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 3,909 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $465K.
  • Teamwork Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and held it in 26 quarters.
  • Teamwork Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $630K in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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