SPY SPDR S&P 500 ETF TR

Ownership history in Crumly & Associates Inc.  ·  14 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported SPDR S&P 500 ETF TR (SPY) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.04% in 2025 Q2. The latest visible filing shows SPY at 0.97% 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 SPY 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 S&P 500 ETF 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

SPY was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q2

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 SPY — position size vs. price
% of Fund (quarterly)    SPY 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 ADDED 7,135 +225 +3.3% 0.97% $4.6M 2026-05-15 (Est.) $710.14
2025 Q4 REDUCED 6,910 -54 -0.8% 0.99% $4.7M 2026-01-14 $688.48
2025 Q3 ADDED 6,964 +54 +0.8% 1.01% $4.6M 2025-11-03 $679.47
2025 Q2 ADDED 6,910 +4,294 +164.1% 1.04% $4.3M 2025-07-02 $615.23
2025 Q1 ADDED 2,616 +3 +0.1% 0.40% $1.5M 2025-04-22 $521.27
2024 Q4 ADDED 2,613 +2,039 +355.2% 0.42% $1.5M 2025-02-03 $589.22
2024 Q3 REDUCED 574 -4 -0.7% 0.09% $329K 2024-11-01 $560.99
2024 Q2 REDUCED 578 -5 -0.9% 0.09% $314K 2024-08-02 $521.92
2024 Q1 UNCHANGED 583 0% 0.08% $305K 2024-05-01 $488.46
2023 Q4 UNCHANGED 583 0% 0.08% $284K 2024-01-29 $478.11
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and SPY

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 SPY?

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

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

The largest reported portfolio weight for SPY was 1.04% in 2025 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 7,135 shares, equal to 0.97% of portfolio, with an estimated market value of $4.6M.

What does the chart on this SPY ownership page compare?

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