SPWM
SPYG icon

Schrum Private Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Schrum Private Wealth Management’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$862K Sell
8,802
-140
-2% -$14.6K 0.66% 46
2025
Q4 		$954K Buy
8,942
+657
+8% +$69.6K 0.71% 40
2025
Q3 		$866K Buy
8,285
+10
+0.1% +$996 0.64% 44
2025
Q2 		$789K Buy
8,275
+10
+0.1% +$857 0.63% 43
2025
Q1 		$664K Buy
8,265
+201
+2% +$17.5K 0.58% 49
2024
Q4 		$709K Sell
8,064
-6,772
-46% -$585K 0.6% 46
2024
Q3 		$1.23M Buy
14,836
+6,969
+89% +$557K 0.64% 42
2024
Q2 		$630K Sell
7,867
-1,809
-19% -$135K 0.57% 51
2024
Q1 		$708K Buy
9,676
+494
+5% +$34.4K 0.64% 43
2023
Q4 		$597K Sell
9,182
-482
-5% -$29.7K 0.85% 33
2023
Q3 		$573K Buy
9,664
+43
+0.4% +$2.63K 0.65% 44
2023
Q2 		$587K Buy
9,621
+28
+0.3% +$1.6K 0.63% 46
2023
Q1 		$531K Sell
9,593
-1,386
-13% -$73.4K 0.61% 50
2022
Q4 		$556K Buy
10,979
+27
+0.2% +$1.41K 0.66% 45
2022
Q3 		$549K Buy
10,952
+26
+0.2% +$1.46K 0.69% 41
2022
Q2 		$571K Sell
10,926
-4,408
-29% -$253K 0.65% 44
2022
Q1 		$937K Buy
15,334
+25
+0.2% +$1.63K 0.94% 29
2021
Q4 		$1.11M Buy
+15,309
New +$1.07M 1.01% 26

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Schrum Private Wealth Management's SPYG Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q1 2026, selling an estimated $14.6K and leaving 8,802 shares worth $862K. The position accounts for 0.66% of the portfolio, ranked #46.

Schrum Private Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Schrum Private Wealth Management held 8,802 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $862K as of Q1 2026.
  • Schrum Private Wealth Management sold 140 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $14.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.66% of Schrum Private Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Schrum Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.23M in Q3 2024.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.