Schrum Private Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.3M | Buy |
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|
2025
Q2 | $12.2M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $11.8M | Sell |
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|
2024
Q3 | $20.6M | Buy |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $8.41M | Sell |
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|
2023
Q3 | $8.41M | Buy |
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|
2023
Q2 | $8.66M | Buy |
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|
2023
Q1 | $7.94M | Sell |
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|
2022
Q4 | $8.52M | Buy |
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|
2022
Q3 | $7.77M | Sell |
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|
2022
Q2 | $8.21M | Buy |
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|
2022
Q1 | $8.99M | Buy |
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|
2021
Q4 | $9.75M | Buy |
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