Schrum Private Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Schrum Private Wealth Management's SPY Position: Q1 2026 in Review
Schrum Private Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $152K and leaving 19,936 shares worth $13M. The position accounts for 9.89% of the portfolio, ranked #1.
Schrum Private Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.6M in Q3 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Schrum Private Wealth Management held 19,936 shares of State Street SPDR S&P 500 ETF Trust worth $13M as of Q1 2026.
- Schrum Private Wealth Management sold 223 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $152K.
- State Street SPDR S&P 500 ETF Trust made up 9.89% of Schrum Private Wealth Management's portfolio in Q1 2026, its #1 holding.
- Schrum Private Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
- Schrum Private Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $20.6M in Q3 2024.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.