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

Schrum Private Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.02M	Buy	52,578 +1,889	+4%	+$151K	3.07%	5
2025 Q4	$4.07M	Buy	50,689 +2,619	+5%	+$208K	3.01%	5
2025 Q3	$3.77M	Sell	48,070 -1,121	-2%	-$84.6K	2.76%	6
2025 Q2	$3.58M	Buy	49,191 +10,640	+28%	+$715K	2.87%	5
2025 Q1	$2.54M	Buy	38,551 +1,334	+4%	+$92.3K	2.23%	8
2024 Q4	$2.57M	Sell	37,217 -29,415	-44%	-$2.04M	2.17%	8
2024 Q3	$4.5M	Buy	66,632 +34,383	+107%	+$2.24M	2.32%	7
2024 Q2	$2.06M	Sell	32,249 -87	-0.3%	-$5.36K	1.86%	9
2024 Q1	$1.99M	Buy	32,336 +8,309	+35%	+$487K	1.81%	9
2023 Q4	$1.34M	Buy	24,027 +423	+2%	+$22.2K	1.91%	10
2023 Q3	$1.19M	Buy	23,604 +4,683	+25%	+$245K	1.35%	18
2023 Q2	$986K	Buy	18,921 +2,778	+17%	+$137K	1.07%	26
2023 Q1	$777K	Buy	+16,143	New	+$757K	0.9%	30

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Schrum Private Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.7% in Q1 2026, buying an estimated $151K and bringing the position to 52,578 shares worth $4.02M. The position accounts for 3.07% of the portfolio, ranked #5.

Schrum Private Wealth Management first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.5M in Q3 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Schrum Private Wealth Management held 52,578 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.02M as of Q1 2026.
Schrum Private Wealth Management bought 1,889 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $151K.
State Street SPDR Portfolio S&P 500 ETF made up 3.07% of Schrum Private Wealth Management's portfolio in Q1 2026, its #5 holding.
Schrum Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Schrum Private Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.5M in Q3 2024.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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