Crews Bank & Trust’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Crews Bank & Trust’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
2026 Q2	$7.52M	Sell	10,075 -46	-0.5%	-$33.4K	0.98%	21
2026 Q1	$6.58M	Sell	10,121 -9	-0.1%	-$6.12K	0.95%	20
2025 Q4	$6.91M	Buy	10,130 +58	+0.6%	+$39.2K	0.99%	20
2025 Q3	$6.71M	Buy	10,072 +23	+0.2%	+$14.7K	0.98%	19
2025 Q2	$6.21M	Sell	10,049 -24	-0.2%	-$13.7K	0.98%	20
2025 Q1	$5.63M	Sell	10,073 -83	-0.8%	-$48.8K	0.96%	20
2024 Q4	$5.95M	Buy	+10,156	New	+$5.98M	1%	18

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Crews Bank & Trust's SPY Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.45% in Q2 2026, selling an estimated $33.4K and leaving 10,075 shares worth $7.52M. The position accounts for 0.98% of the portfolio, ranked #21.

Crews Bank & Trust first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Crews Bank & Trust held 10,075 shares of State Street SPDR S&P 500 ETF Trust worth $7.52M as of Q2 2026.
Crews Bank & Trust sold 46 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $33.4K.
State Street SPDR S&P 500 ETF Trust made up 0.98% of Crews Bank & Trust's portfolio in Q2 2026, its #21 holding.
Crews Bank & Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.