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: Q2 2026 in Review
Schrum Private Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6% in Q2 2026, selling an estimated $871K and leaving 18,735 shares worth $10.3M. The position accounts for 10.63% of the portfolio, ranked #1.
Schrum Private Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.6M in Q3 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Schrum Private Wealth Management held 18,735 shares of State Street SPDR S&P 500 ETF Trust worth $10.3M as of Q2 2026.
- Schrum Private Wealth Management sold 1,201 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $871K.
- State Street SPDR S&P 500 ETF Trust made up 10.63% of Schrum Private Wealth Management's portfolio in Q2 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 19 quarters since.
- Schrum Private Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $20.6M in Q3 2024.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.