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

Crewe 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	$667K	Buy	7,589 +3,587	+90%	+$306K	0.05%	118
2026 Q1	$306K	Buy	4,002 +2,169	+118%	+$173K	0.03%	171
2025 Q4	$147K	Buy	1,833 +520	+40%	+$41.4K	0.01%	238
2025 Q3	$103K	Buy	1,313 +679	+107%	+$51.2K	0.01%	288
2025 Q2	$46.1K	Buy	634 +451	+246%	+$30.3K	0.01%	298
2025 Q1	$12K	Buy	+183	New	+$12.7K	﹤0.01%	412
2024 Q4	–	Sell	-116	Closed	-$7.83K	–	781
2024 Q3	$7.83K	Buy	+116	New	+$7.54K	﹤0.01%	524
2023 Q2	–	Sell	-42	Closed	-$2.02K	–	994
2023 Q1	$2.02K	Hold	42	–	–	﹤0.01%	721
2022 Q4	$1.89K	Hold	42	–	–	﹤0.01%	845
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	1081
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	1011
2022 Q1	$2K	Buy	+42	New	+$2.2K	﹤0.01%	439

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Crewe Advisors's SPYM Position: Q2 2026 in Review

Crewe Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 90% in Q2 2026, buying an estimated $306K and bringing the position to 7,589 shares worth $667K. The position accounts for 0.05% of the portfolio, ranked #118.

Crewe Advisors first reported a position in SPYM in Q1 2022 and has held it in 12 quarters since. 922 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Crewe Advisors held 7,589 shares of State Street SPDR Portfolio S&P 500 ETF worth $667K as of Q2 2026.
Crewe Advisors bought 3,587 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $306K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Crewe Advisors's portfolio in Q2 2026, its #118 holding.
Crewe Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 12 quarters since.
922 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.