Ownership history in Crown Wealth Group, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Crown Wealth Group, LLC reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Crown Wealth Group, LLC outperformed the S&P 500 by +-0.0% annually on this SPY position. Timing score: 44% (4/9 decisions correct). Average cost basis: $610.70. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $462.58 (2023 Q4) Β· Worst: $680.06 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Crown Wealth Group, LLC has been actively increasing its SPY allocation β a bullish signal from insiders.
Currently 0.93% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size