Spdr S&p 500 Etf shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 20k | 666.17 |
| 2025-06-30 | $12M | 20k | 617.86 |
| 2025-03-31 | $11M | 20k | 559.41 |
| 2024-12-31 | $12M | 20k | 586.08 |
| 2024-09-30 | $21M | 36k | 573.75 |
| 2024-06-30 | $11M | 20k | 544.21 |
| 2024-03-31 | $10M | 20k | 523.07 |
| 2023-12-31 | $8.4M | 18k | 475.29 |
| 2023-09-30 | $8.4M | 20k | 427.45 |
| 2023-06-30 | $8.7M | 20k | 443.35 |
| 2023-03-31 | $7.9M | 19k | 409.37 |
| 2022-12-31 | $8.5M | 22k | 382.46 |
| 2022-09-30 | $7.8M | 22k | 357.21 |
| 2022-06-30 | $8.2M | 22k | 377.24 |
| 2022-03-31 | $9.0M | 21k | 424.58 |
| 2021-12-31 | $9.8M | 21k | 474.82 |
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