SPTM SPDR SERIES TRUST

Ownership history in Crumly & Associates Inc.  ·  26 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported SPDR SERIES TRUST (SPTM) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows SPTM at 0.10% 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 SPTM 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

SPTM was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

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 SPTM — position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,186 0% 0.10% $489K 2026-05-15 (Est.) $79.79
2025 Q4 UNCHANGED 6,186 0% 0.11% $510K 2026-01-14 $83.52
2025 Q3 REDUCED 6,186 -862 -12.2% 0.11% $499K 2025-11-03 $82.06
2025 Q2 UNCHANGED 7,048 0% 0.13% $528K 2025-07-02 $74.62
2025 Q1 UNCHANGED 7,048 0% 0.13% $479K 2025-04-22 $63.29
2024 Q4 UNCHANGED 7,048 0% 0.14% $503K 2025-02-03 $71.76
2024 Q3 UNCHANGED 7,048 0% 0.14% $494K 2024-11-01 $68.41
2024 Q2 UNCHANGED 7,048 0% 0.13% $468K 2024-08-02 $63.75
2024 Q1 UNCHANGED 7,048 0% 0.12% $452K 2024-05-01 $59.74
2023 Q4 UNCHANGED 7,048 0% 0.12% $421K 2024-01-29 $58.53
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and SPTM

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 SPTM?

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

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

The largest reported portfolio weight for SPTM was 0.14% in 2024 Q4.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 6,186 shares, equal to 0.10% of portfolio, with an estimated market value of $489K.

What does the chart on this SPTM ownership page compare?

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