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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
Q3 		$4.47M Buy
5,867
+214
+4% +$163K 0.79% 32
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Crumly & Associates's SPY Position: Q3 2026 in Review

Crumly & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q3 2026, buying an estimated $163K and bringing the position to 5,867 shares worth $4.47M. The position accounts for 0.79% of the portfolio, ranked #32.

Crumly & Associates first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.71M in Q4 2025. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Crumly & Associates held 5,867 shares of State Street SPDR S&P 500 ETF Trust worth $4.47M as of Q3 2026.
  • Crumly & Associates bought 214 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $163K.
  • State Street SPDR S&P 500 ETF Trust made up 0.79% of Crumly & Associates's portfolio in Q3 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 16 quarters since.
  • Crumly & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $4.71M in Q4 2025.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.