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 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	$9.72M	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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Teamwork Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.52% in Q2 2026, selling an estimated $11.8K and leaving 26,172 shares worth $2.3M. The position accounts for 0.21% of the portfolio, ranked #80.

Teamwork Financial Advisors first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.8M in Q1 2024. 374 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Teamwork Financial Advisors held 26,172 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.3M as of Q2 2026.
Teamwork Financial Advisors sold 138 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $11.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Teamwork Financial Advisors's portfolio in Q2 2026, its #80 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 27 quarters since.
Teamwork Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.8M in Q1 2024.
374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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