Crestwood Advisors Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Crestwood Advisors Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,900	Closed	-$1.11K	–	271
2022 Q4	$1.11K	Buy	+2,900	New	+$1.11M	﹤0.01%	266

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Crestwood Advisors Group's SPY Position: Q2 2026 in Review

Crestwood Advisors Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.5% in Q2 2026, buying an estimated $4.25M and bringing the position to 67,367 shares worth $50.3M. The position accounts for 0.75% of the portfolio, ranked #35.

Crestwood Advisors Group first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $62.2M in Q2 2020. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Crestwood Advisors Group held 67,367 shares of State Street SPDR S&P 500 ETF Trust worth $50.3M as of Q2 2026.
Crestwood Advisors Group bought 5,868 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.25M.
State Street SPDR S&P 500 ETF Trust made up 0.75% of Crestwood Advisors Group's portfolio in Q2 2026, its #35 holding.
Crestwood Advisors Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
Crestwood Advisors Group's State Street SPDR S&P 500 ETF Trust position peaked at $62.2M in Q2 2020.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.