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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.15M Buy
2025
Q1
$1.92M Buy
2024
Q4
$1.92M Buy
2024
Q3
$1.88M Buy