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 Q2	$2.63M	Sell	38,552 -14,026	-27%	-$1.2M	2.7%	5
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 $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Schrum Private Wealth Management's SPYM Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q2 2026, selling an estimated $1.2M and leaving 38,552 shares worth $2.63M. The position accounts for 2.7% of the portfolio, ranked #5.

Schrum Private Wealth Management first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.5M in Q3 2024. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Schrum Private Wealth Management held 38,552 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.63M as of Q2 2026.
Schrum Private Wealth Management sold 14,026 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.2M.
State Street SPDR Portfolio S&P 500 ETF made up 2.7% of Schrum Private Wealth Management's portfolio in Q2 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 14 quarters since.
Schrum Private Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.5M in Q3 2024.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.