Shum Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.65M Buy
2025
Q1
$3.49M Sell
2024
Q4
$3.42M Buy
2024
Q3
$3.6M Buy