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

Crown Wealth Group’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	$43.5M	Buy	494,535 +10,375	+2%	+$885K	11.06%	2
2026 Q1	$37.1M	Sell	484,160 -10,733	-2%	-$858K	10.88%	2
2025 Q4	$39.7M	Buy	494,893 +12,567	+3%	+$999K	11.09%	2
2025 Q3	$37.8M	Buy	482,326 +49,315	+11%	+$3.72M	11.35%	2
2025 Q2	$31.5M	Buy	433,011 +84,688	+24%	+$5.69M	11.82%	2
2025 Q1	$22.9M	Sell	348,323 -44,170	-11%	-$3.05M	11.88%	2
2024 Q4	$27.1M	Sell	392,493 -59,284	-13%	-$4.11M	11.01%	2
2024 Q3	$30.5M	Buy	451,777 +14,812	+3%	+$963K	13.26%	1
2024 Q2	$28M	Sell	436,965 -102,284	-19%	-$6.3M	13.97%	1
2024 Q1	$33.2M	Sell	539,249 -4,091	-0.8%	-$240K	17.1%	1
2023 Q4	$30.4M	Buy	543,340 +35,025	+7%	+$1.83M	18.29%	1
2023 Q3	$25.5M	Buy	508,315 +50,947	+11%	+$2.66M	19.2%	1
2023 Q2	$23.8M	Buy	457,368 +314,747	+221%	+$15.5M	18.8%	1
2023 Q1	$6.87M	Sell	142,621 -289,622	-67%	-$13.6M	5.75%	4
2022 Q4	$19.4M	Buy	432,243 +23,455	+6%	+$1.06M	18.27%	1
2022 Q3	$17.2M	Buy	408,788 +26,831	+7%	+$1.25M	17.6%	1
2022 Q2	$16.9M	Buy	381,957 +36,162	+10%	+$1.74M	15.36%	1
2022 Q1	$18.4M	Buy	345,795 +83,249	+32%	+$4.36M	12.8%	1
2021 Q4	$14.7M	Buy	+262,546	New	+$14.2M	13.61%	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

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

Crown Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q2 2026, buying an estimated $885K and bringing the position to 494,535 shares worth $43.5M. The position accounts for 11.06% of the portfolio, ranked #2.

Crown Wealth Group first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Crown Wealth Group held 494,535 shares of State Street SPDR Portfolio S&P 500 ETF worth $43.5M as of Q2 2026.
Crown Wealth Group bought 10,375 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $885K.
State Street SPDR Portfolio S&P 500 ETF made up 11.06% of Crown Wealth Group's portfolio in Q2 2026, its #2 holding.
Crown Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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