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Teamwork Financial Advisors, LLC

SEC CIK
0001629931
Latest filing
Jul 8, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Teamwork Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
751
Value
$561.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by Teamwork Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026751$561.1K0.1%+85+12.8%AddedHolders
Q1 2026666$433.4K<0.1%−3−0.4%ReducedHolders
Q4 2025669$456.5K<0.1%−10−1.5%ReducedHolders
Q3 2025679$452.6K<0.1%−15−2.2%ReducedHolders
Q2 2025694$429.1K0.1%+205+41.9%AddedHolders
Q1 2025489$273.8K<0.1%−9−1.8%ReducedHolders
Q4 2024498$292.1K<0.1%+9+1.8%AddedHolders
Q3 2024489$280.8K<0.1%+56+12.9%AddedHolders
Q2 2024433$235.9K<0.1%−2,488−85.2%ReducedHolders
Q1 20242,921$1.53M0.2%−633−17.8%ReducedHolders
Q4 20233,554$1.69M0.3%−1,628−31.4%ReducedHolders
Q3 20235,182$2.22M0.4%+1,288+33.1%AddedHolders
Q2 20233,894$1.73M0.3%−73−1.8%ReducedHolders
Q1 20233,967$1.62M0.3%−4,125−51.0%ReducedHolders
Q4 20228,092$3.09M0.6%+5,119+172.2%AddedHolders
Q3 20222,973$1.06M0.2%+590+24.8%AddedHolders
Q2 20222,383$899.0K0.2%−663−21.8%ReducedHolders
Q1 20223,046$1.38M0.3%−2,080−40.6%ReducedHolders
Q4 20215,126$2.44M0.4%+264+5.4%AddedHolders
Q3 20214,862$2.09M0.4%−9−0.2%ReducedHolders
Q2 20214,871$2.08M0.4%−325−6.3%ReducedHolders
Q1 20215,196$2.06M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.