SJNK β€” SPDR SERIES TRUST

Ownership history in Crumly & Associates Inc.  Β·  3 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported SPDR SERIES TRUST (SJNK) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows SJNK at 0.04% 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.

What this SJNK 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 SERIES TRUST, 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

SJNK was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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 SJNK β€” position size vs. price
% of Fund (quarterly)    SJNK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,539 β€” 0% 0.04% $213K 2026-05-15 (Est.) $24.93
2025 Q4 UNCHANGED 8,539 β€” 0% 0.05% $216K 2026-01-14 $24.98
2025 Q3 INITIATED 8,539 β€” β€” 0.05% $219K 2025-11-03 $24.54

🏒 Other funds also holding SJNK

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.04%

FAQ About Crumly & Associates Inc. and SJNK

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 SJNK?

Crumly & Associates Inc. reported SJNK across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for SJNK was 0.05% in 2025 Q3.

What is the latest reported SJNK position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 8,539 shares, equal to 0.04% of portfolio, with an estimated market value of $213K.

What does the chart on this SJNK ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly SJNK 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.

← Back to Crumly & Associates Inc. Holdings