Crown Wealth Group
SPY icon

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
Q3 		$2.82M Buy
3,702
+437
+13% +$332K 0.7% 26
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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Crown Wealth Group's SPY Position: Q3 2026 in Review

Crown Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q3 2026, buying an estimated $332K and bringing the position to 3,702 shares worth $2.82M. The position accounts for 0.7% of the portfolio, ranked #26.

Crown Wealth Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.34M in Q4 2025. 2,201 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Crown Wealth Group held 3,702 shares of State Street SPDR S&P 500 ETF Trust worth $2.82M as of Q3 2026.
  • Crown Wealth Group bought 437 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $332K.
  • State Street SPDR S&P 500 ETF Trust made up 0.7% of Crown Wealth Group's portfolio in Q3 2026, its #26 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 14 quarters since.
  • Crown Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.34M in Q4 2025.
  • 2,201 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.