Schrum Private Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Schrum Private Wealth Management LLC

  • $135 Million
  • Q3 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 20,799 shares of SPYV stock, worth $1.17 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
20,799
Previous 20,739 0.29%
Holding current value
$1.17 Million
Previous $1.09 Million 5.99%
% of portfolio
0.85%
Previous 0.88%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$52.12 - $55.33 $3,127 - $3,319
60 Added 0.29%
20,799 $1.15 Million
Q2 2025

Jul 23, 2025
BUY
$45.11 - $52.34 $2,887 - $3,349
64 Added 0.31%
20,739 $1.09 Million
Q1 2025

May 02, 2025
SELL
$49.78 - $53.19 $83,232 - $88,933
-1,672 Reduced 7.48%
20,675 $1.06 Million
Q4 2024

Feb 06, 2025
SELL
$51.09 - $55.27 $853,969 - $923,838
-16,715 Reduced 42.79%
22,347 $1.14 Million
Q3 2024

Nov 05, 2024
BUY
$48.51 - $52.86 $671,038 - $731,212
13,833 Added 54.83%
39,062 $2.06 Million
Q2 2024

Jul 30, 2024
SELL
$47.37 - $50.09 $94,171 - $99,578
-1,988 Reduced 7.3%
25,229 $1.23 Million
Q1 2024

May 02, 2024
BUY
$45.88 - $50.1 $268,214 - $292,884
5,846 Added 27.35%
27,217 $1.36 Million
Q4 2023

Jan 25, 2024
SELL
$39.63 - $46.73 $225,573 - $265,987
-5,692 Reduced 21.03%
21,371 $996,000
Q3 2023

Nov 06, 2023
BUY
$41.15 - $44.69 $2,921 - $3,172
71 Added 0.26%
27,063 $1.12 Million
Q2 2023

Jul 24, 2023
BUY
$40.17 - $43.27 $2,932 - $3,158
73 Added 0.27%
26,992 $1.17 Million
Q1 2023

Apr 19, 2023
BUY
$38.68 - $42.77 $18,295 - $20,230
473 Added 1.79%
26,919 $1.1 Million
Q4 2022

Jan 19, 2023
BUY
$34.79 - $40.71 $99,360 - $116,267
2,856 Added 12.11%
26,446 $0
Q3 2022

Oct 26, 2022
SELL
$34.49 - $40.43 $22,970 - $26,926
-666 Reduced 2.75%
23,590 $814,000
Q2 2022

Jul 22, 2022
BUY
$35.93 - $42.52 $123,814 - $146,523
3,446 Added 16.56%
24,256 $893,000
Q1 2022

May 05, 2022
BUY
$39.54 - $42.64 $2,332 - $2,515
59 Added 0.28%
20,810 $847,000
Q4 2021

Mar 11, 2022
BUY
$39.14 - $42.04 $812,194 - $872,372
20,751 New
20,751 $872,000

Others Institutions Holding SPYV

# of Institutions
1,182
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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