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 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%	-$46.3K	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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

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

Teamwork Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.84% in Q2 2026, selling an estimated $3.77K and leaving 3,909 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #134.

Teamwork Financial Advisors first reported a position in SPYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $630K in Q4 2021. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Teamwork Financial Advisors held 3,909 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $465K as of Q2 2026.
Teamwork Financial Advisors sold 33 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.77K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #134 holding.
Teamwork Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Teamwork Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $630K in Q4 2021.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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