SFG
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Shum Financial Group’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Shum Financial Group’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$476K Buy
18,639
+672
+4% +$17.2K 0.41% 64
2024
Q4 		$449K Buy
17,967
+908
+5% +$22.7K 0.39% 68
2024
Q3 		$433K Buy
+17,059
New +$433K 0.36% 68