SEC 13F Intelligence

Crowley Wealth Management, Inc. / SPY

Crowley Wealth Management, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Crowley Wealth Management, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 3.0K shares worth $2M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$2M
Q3 2025
Shares
3.0K
% of Portfolio
+1.60%
Quarters Held
4
position exited

Position History SPY

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20253.0K$2M+1.60%
Q2 20252.8K$2M+1.60%
Q1 20252.5K$1M+1.34%
Q4 20242.5K$1M+1.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Crowley Wealth Management, Inc.’s full portfolio or all institutional holders of SPY.