Teamwork Financial Advisors
SPYM icon

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

Teamwork Financial Advisors’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
Q3 		$208K Sell
2,313
-23,859
-91% -$2.13M 0.02% 164
2026
Q2 		$2.3M Sell
26,172
-138
-0.5% -$11.8K 0.21% 80
2026
Q1 		$2.01M Sell
26,310
-795
-3% -$63.6K 0.21% 82
2025
Q4 		$2.17M Sell
27,105
-371
-1% -$29.5K 0.22% 72
2025
Q3 		$2.15M Sell
27,476
-1,038
-4% -$78.3K 0.22% 73
2025
Q2 		$2.07M Sell
28,514
-996
-3% -$67K 0.24% 69
2025
Q1 		$1.94M Sell
29,510
-1,113
-4% -$77K 0.26% 68
2024
Q4 		$2.11M Sell
30,623
-130
-0.4% -$9.01K 0.27% 54
2024
Q3 		$2.08M Sell
30,753
-976
-3% -$63.5K 0.29% 52
2024
Q2 		$2.03M Sell
31,729
-144,589
-82% -$8.9M 0.3% 56
2024
Q1 		$10.8M Buy
176,318
+2,458
+1% +$144K 1.67% 19
2023
Q4 		$9.7M Buy
173,860
+20,284
+13% +$1.06M 1.67% 12
2023
Q3 		$7.72M Buy
153,576
+20,954
+16% +$1.1M 1.26% 14
2023
Q2 		$6.91M Buy
132,622
+5,806
+5% +$287K 1.12% 17
2023
Q1 		$6.11M Buy
126,816
+61,219
+93% +$2.87M 1.13% 19
2022
Q4 		$2.95M Sell
65,597
-1,011
-2% -$45.7K 0.59% 31
2022
Q3 		$2.8M Sell
66,608
-6,258
-9% -$292K 0.6% 32
2022
Q2 		$3.23M Sell
72,866
-3,282
-4% -$158K 0.71% 26
2022
Q1 		$4.05M Buy
76,148
+36,192
+91% +$1.9M 0.75% 17
2021
Q4 		$2.23M Buy
39,956
+11,145
+39% +$602K 0.41% 41
2021
Q3 		$1.45M Buy
28,811
+7,359
+34% +$382K 0.29% 69
2021
Q2 		$1.08M Buy
21,452
+10
+0% +$491 0.22% 91
2021
Q1 		$999K Sell
21,442
-387
-2% -$17.6K 0.23% 90
2020
Q4 		$960K Sell
21,829
-7
-0% -$292 0.23% 87
2020
Q3 		$859K Sell
21,836
-6,143
-22% -$239K 0.27% 82
2020
Q2 		$1.01M Buy
27,979
+3,965
+17% +$136K 0.36% 72
2020
Q1 		$726K Buy
24,014
+9,461
+65% +$339K 0.45% 46
2019
Q4 		$550K Buy
+14,553
New +$526K 0.33% 67

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

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

Teamwork Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 91% in Q3 2026, selling an estimated $2.13M and leaving 2,313 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #164.

Teamwork Financial Advisors first reported a position in SPYM in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q1 2024. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Teamwork Financial Advisors held 2,313 shares of State Street SPDR Portfolio S&P 500 ETF worth $208K as of Q3 2026.
  • Teamwork Financial Advisors sold 23,859 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.13M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q3 2026, its #164 holding.
  • Teamwork Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • Teamwork Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.8M in Q1 2024.
  • 617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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