Crown Wealth Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Crown Wealth Group’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	$2.44M	Buy	3,265 +410	+14%	+$297K	0.62%	30
2026 Q1	$1.86M	Sell	2,855 -2,047	-42%	-$1.39M	0.55%	33
2025 Q4	$3.34M	Buy	4,902 +1,868	+62%	+$1.26M	0.93%	23
2025 Q3	$2.02M	Buy	3,034 +218	+8%	+$140K	0.61%	27
2025 Q2	$1.74M	Buy	2,816 +2,013	+251%	+$1.15M	0.65%	27
2025 Q1	$449K	Sell	803 -1,079	-57%	-$634K	0.23%	53
2024 Q4	$1.1M	Buy	1,882 +914	+94%	+$538K	0.45%	36
2024 Q3	$555K	Sell	968 -400	-29%	-$221K	0.24%	58
2024 Q2	$744K	Sell	1,368 -230	-14%	-$120K	0.37%	40
2024 Q1	$836K	Buy	1,598 +898	+128%	+$447K	0.43%	32
2023 Q4	$333K	Buy	700 +167	+31%	+$74.4K	0.2%	57
2023 Q3	$228K	Buy	+533	New	+$237K	0.17%	63
2023 Q1	–	Sell	-632	Closed	-$242K	–	79
2022 Q4	$242K	Buy	+632	New	+$243K	0.23%	54

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

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

Crown Wealth Group's SPY Position: Q2 2026 in Review

Crown Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, buying an estimated $297K and bringing the position to 3,265 shares worth $2.44M. The position accounts for 0.62% of the portfolio, ranked #30.

Crown Wealth Group first reported a position in SPY in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.34M in Q4 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Crown Wealth Group held 3,265 shares of State Street SPDR S&P 500 ETF Trust worth $2.44M as of Q2 2026.
Crown Wealth Group bought 410 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $297K.
State Street SPDR S&P 500 ETF Trust made up 0.62% of Crown Wealth Group's portfolio in Q2 2026, its #30 holding.
Crown Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 13 quarters since.
Crown Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.34M in Q4 2025.
2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.