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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Schrum Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Accenture Plc Ireland Shs Class A (ACN)
Visa Com Cl A (V)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Indls Prod Dur (FXR)
Abbvie (ABBV)
American Water Works (AWK)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Hlth Care Alph (FXH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

View all positions for Schrum Private Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf