ONEY SPDR SER TR

Ownership history in Crumly & Associates Inc.  ·  16 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported SPDR SER TR (ONEY) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2024 Q1. The latest visible filing shows ONEY at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ONEY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ONEY was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held ONEY — position size vs. price
% of Fund (quarterly)    ONEY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 13,723 0% 0.35% $1.6M 2026-05-15 (Est.) $124.06
2025 Q4 UNCHANGED 13,723 0% 0.33% $1.6M 2026-01-14 $118.93
2025 Q3 UNCHANGED 13,723 0% 0.34% $1.6M 2025-11-03 $109.23
2025 Q2 UNCHANGED 13,723 0% 0.36% $1.5M 2025-07-02 $109.17
2025 Q1 REDUCED 13,723 -201 -1.4% 0.41% $1.5M 2025-04-22 $99.05
2024 Q4 REDUCED 13,924 -231 -1.6% 0.41% $1.5M 2025-02-03 $106.75
2024 Q3 REDUCED 14,155 -1,405 -9.0% 0.44% $1.6M 2024-11-01 $104.89
2024 Q2 REDUCED 15,560 -4,388 -22.0% 0.46% $1.6M 2024-08-02 $100.97
2024 Q1 REDUCED 19,948 -284 -1.4% 0.57% $2.2M 2024-05-01 $96.75
2023 Q4 REDUCED 20,232 -21,001 -50.9% 0.56% $2.0M 2024-01-29 $92.93
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and ONEY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning ONEY?

Crumly & Associates Inc. reported ONEY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ONEY position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for ONEY was 0.57% in 2024 Q1.

What is the latest reported ONEY position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 13,723 shares, equal to 0.35% of portfolio, with an estimated market value of $1.6M.

What does the chart on this ONEY ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly ONEY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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