Shum Financial Group’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.92M Buy
24,928
+1,041
+4% +$80.2K 1.66% 21
2024
Q4
$1.92M Buy
23,887
+599
+3% +$48K 1.65% 20
2024
Q3
$1.88M Buy
+23,288
New +$1.88M 1.57% 20