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

Crews Bank & Trust’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	$104M	Buy	1,185,830 +29,973	+3%	+$2.56M	13.6%	1
2026 Q1	$88.5M	Buy	1,155,857 +19,452	+2%	+$1.56M	12.83%	1
2025 Q4	$91.2M	Buy	1,136,405 +41,515	+4%	+$3.3M	13.05%	1
2025 Q3	$85.8M	Buy	1,094,890 +54,514	+5%	+$4.11M	12.55%	1
2025 Q2	$75.6M	Buy	1,040,376 +56,803	+6%	+$3.82M	11.9%	1
2025 Q1	$64.7M	Buy	983,573 +14,563	+2%	+$1.01M	11.03%	1
2024 Q4	$66.8M	Buy	+969,010	New	+$67.2M	11.26%	1

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

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

Crews Bank & Trust increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q2 2026, buying an estimated $2.56M and bringing the position to 1,185,830 shares worth $104M. The position accounts for 13.6% of the portfolio, ranked #1.

Crews Bank & Trust first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Crews Bank & Trust held 1,185,830 shares of State Street SPDR Portfolio S&P 500 ETF worth $104M as of Q2 2026.
Crews Bank & Trust bought 29,973 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.56M.
State Street SPDR Portfolio S&P 500 ETF made up 13.6% of Crews Bank & Trust's portfolio in Q2 2026, its #1 holding.
Crews Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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