Crewe Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $78.1M | Buy |
104,579
+4,312
| +4% | +$3.13M | 5.66% | 4 |
|
|
2026
Q1 | $65.2M | Sell |
100,267
-488
| -0.5% | -$332K | 5.57% | 4 |
|
|
2025
Q4 | $68.7M | Sell |
100,755
-1,058
| -1% | -$715K | 6.09% | 3 |
|
|
2025
Q3 | $67.8M | Buy |
101,813
+5,673
| +6% | +$3.64M | 6.47% | 2 |
|
|
2025
Q2 | $59.4M | Buy |
96,140
+805
| +0.8% | +$460K | 8.4% | 1 |
|
|
2025
Q1 | $53.3M | Sell |
95,335
-1,558
| -2% | -$916K | 7.49% | 2 |
|
|
2024
Q4 | $56.8M | Sell |
96,893
-873
| -0.9% | -$514K | 7.83% | 2 |
|
|
2024
Q3 | $56.1M | Buy |
97,766
+2,620
| +3% | +$1.45M | 6.51% | 3 |
|
|
2024
Q2 | $51.8M | Buy |
95,146
+738
| +0.8% | +$386K | 5.8% | 3 |
|
|
2024
Q1 | $49.4M | Buy |
94,408
+260
| +0.3% | +$129K | 5.75% | 3 |
|
|
2023
Q4 | $44.7M | Buy |
94,148
+828
| +0.9% | +$369K | 7.08% | 3 |
|
|
2023
Q3 | $39.9M | Sell |
93,320
-612
| -0.7% | -$272K | 6.9% | 3 |
|
|
2023
Q2 | $41.6M | Sell |
93,932
-1,840
| -2% | -$772K | 5.85% | 3 |
|
|
2023
Q1 | $39.2M | Sell |
95,772
-1,157
| -1% | -$462K | 5.72% | 3 |
|
|
2022
Q4 | $37.1M | Buy |
96,929
+43
| +0% | +$16.5K | 5.88% | 3 |
|
|
2022
Q3 | $34.6M | Buy |
96,886
+9,020
| +10% | +$3.58M | 6.25% | 3 |
|
|
2022
Q2 | $33.1M | Buy |
87,866
+2,061
| +2% | +$844K | 7.32% | 3 |
|
|
2022
Q1 | $38.8M | Buy |
85,805
+6,461
| +8% | +$2.88M | 7.56% | 3 |
|
|
2021
Q4 | $37.7M | Buy |
79,344
+4
| +0% | +$1.84K | 7.66% | 4 |
|
|
2021
Q3 | $34M | Buy |
79,340
+86
| +0.1% | +$37.9K | 8.05% | 3 |
|
|
2021
Q2 | $33.9M | Sell |
79,254
-1,211
| -2% | -$505K | 8.42% | 4 |
|
|
2021
Q1 | $31.9M | Buy |
80,465
+5,477
| +7% | +$2.11M | 7.91% | 4 |
|
|
2020
Q4 | $28M | Buy |
74,988
+1,735
| +2% | +$616K | 11.22% | 2 |
|
|
2020
Q3 | $24.5M | Sell |
73,253
-2,798
| -4% | -$927K | 11.51% | 2 |
|
|
2020
Q2 | $23.5M | Sell |
76,051
-222
| -0.3% | -$65K | 11.46% | 2 |
|
|
2020
Q1 | $19.7M | Buy |
76,273
+2,951
| +4% | +$900K | 11.73% | 2 |
|
|
2019
Q4 | $23.6M | Sell |
73,322
-372
| -0.5% | -$115K | 10.33% | 2 |
|
|
2019
Q3 | $21.9M | Buy |
73,694
+264
| +0.4% | +$78K | 10.05% | 2 |
|
|
2019
Q2 | $21.5M | Buy |
73,430
+16,967
| +30% | +$4.89M | 6.99% | 2 |
|
|
2019
Q1 | $15.9M | Sell |
56,463
-342
| -0.6% | -$92.9K | 5.02% | 3 |
|
|
2018
Q4 | $14.2M | Buy |
56,805
+5,555
| +11% | +$1.5M | 4.5% | 2 |
|
|
2018
Q3 | $14.9M | Sell |
51,250
-2,832
| -5% | -$806K | 12.61% | 3 |
|
|
2018
Q2 | $14.7M | Buy |
54,082
+1,158
| +2% | +$313K | 13.62% | 2 |
|
|
2018
Q1 | $13.9M | Buy |
52,924
+1,064
| +2% | +$290K | 13.66% | 2 |
|
|
2017
Q4 | $13.8M | Buy |
+51,860
| New | +$13.5M | 13.55% | 2 |
|
Other funds holding SPY
NMIFOAC
MIH
PAI
Crewe Advisors's SPY Position: Q2 2026 in Review
Crewe Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.3% in Q2 2026, buying an estimated $3.13M and bringing the position to 104,579 shares worth $78.1M. The position accounts for 5.66% of the portfolio, ranked #4.
Crewe Advisors first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 3,010 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Crewe Advisors held 104,579 shares of State Street SPDR S&P 500 ETF Trust worth $78.1M as of Q2 2026.
- Crewe Advisors bought 4,312 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.13M.
- State Street SPDR S&P 500 ETF Trust made up 5.66% of Crewe Advisors's portfolio in Q2 2026, its #4 holding.
- Crewe Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
- 3,010 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.