CA
SPY icon

Crumly & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Crumly & Associates’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 		$4.22M Sell
5,653
-1,482
-21% -$1.07M 0.81% 32
2026
Q1 		$4.64M Buy
7,135
+225
+3% +$153K 0.97% 30
2025
Q4 		$4.71M Sell
6,910
-54
-0.8% -$36.5K 0.99% 31
2025
Q3 		$4.64M Buy
6,964
+54
+0.8% +$34.6K 1.01% 31
2025
Q2 		$4.27M Buy
6,910
+4,294
+164% +$2.45M 1.04% 30
2025
Q1 		$1.46M Buy
2,616
+3
+0.1% +$1.76K 0.4% 51
2024
Q4 		$1.53M Buy
2,613
+2,039
+355% +$1.2M 0.42% 49
2024
Q3 		$329K Sell
574
-4
-0.7% -$2.21K 0.09% 116
2024
Q2 		$314K Sell
578
-5
-0.9% -$2.62K 0.09% 116
2024
Q1 		$305K Hold
583
– – 0.08% 118
2023
Q4 		$277K Hold
583
– – 0.08% 115
2023
Q3 		$249K Hold
583
– – 0.1% 103
2023
Q2 		$258K Buy
583
+73
+14% +$30.6K 0.1% 104
2023
Q1 		$209K Sell
510
-177
-26% -$70.6K 0.09% 105
2022
Q4 		$263K Buy
+687
New +$264K 0.1% 81

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Crumly & Associates's SPY Position: Q2 2026 in Review

Crumly & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q2 2026, selling an estimated $1.07M and leaving 5,653 shares worth $4.22M. The position accounts for 0.81% of the portfolio, ranked #32.

Crumly & Associates first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.71M in Q4 2025. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Crumly & Associates held 5,653 shares of State Street SPDR S&P 500 ETF Trust worth $4.22M as of Q2 2026.
  • Crumly & Associates sold 1,482 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.07M.
  • State Street SPDR S&P 500 ETF Trust made up 0.81% of Crumly & Associates's portfolio in Q2 2026, its #32 holding.
  • Crumly & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • Crumly & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $4.71M in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.