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

Crestwood Advisors Group’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	$10.4M	Sell	118,234 -10,294	-8%	-$878K	0.15%	109
2026 Q1	$9.84M	Sell	128,528 -49,933	-28%	-$3.99M	0.17%	106
2025 Q4	$14.3M	Buy	178,461 +153,069	+603%	+$12.2M	0.24%	85
2025 Q3	$1.99M	Sell	25,392 -33	-0.1%	-$2.49K	0.03%	215
2025 Q2	$1.85M	Buy	25,425 +3,351	+15%	+$225K	0.03%	217
2025 Q1	$1.45M	Buy	22,074 +1,815	+9%	+$126K	0.03%	232
2024 Q4	$1.4M	Sell	20,259 -511	-2%	-$35.4K	0.03%	215
2024 Q3	$1.4M	Buy	20,770 +254	+1%	+$16.5K	0.03%	207
2024 Q2	$1.31M	Sell	20,516 -1,516	-7%	-$93.3K	0.03%	202
2024 Q1	$1.36M	Sell	22,032 -640	-3%	-$37.5K	0.03%	197
2023 Q4	$1.27M	Sell	22,672 -1,132	-5%	-$59.3K	0.03%	194
2023 Q3	$1.2M	Sell	23,804 -1,456	-6%	-$76.2K	0.03%	181
2023 Q2	$1.32M	Sell	25,260 -1,898	-7%	-$93.7K	0.04%	125
2023 Q1	$1.31M	Buy	27,158 +2,249	+9%	+$106K	0.04%	130
2022 Q4	$1.12M	Buy	+24,909	New	+$1.13M	0.04%	135
2022 Q3	–	Sell	-5,284	Closed	-$234K	–	277
2022 Q2	$234K	Buy	+5,284	New	+$255K	0.01%	237

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Crestwood Advisors Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8% in Q2 2026, selling an estimated $878K and leaving 118,234 shares worth $10.4M. The position accounts for 0.15% of the portfolio, ranked #109.

Crestwood Advisors Group first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.3M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Crestwood Advisors Group held 118,234 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.4M as of Q2 2026.
Crestwood Advisors Group sold 10,294 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $878K.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Crestwood Advisors Group's portfolio in Q2 2026, its #109 holding.
Crestwood Advisors Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Crestwood Advisors Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $14.3M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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