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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.44M Buy
47,649
+724
+2% +$37.1K 2.11% 12
2024
Q4
$2.57M Buy
46,925
+443
+1% +$24.2K 2.22% 12
2024
Q3
$2.68M Buy
+46,482
New +$2.68M 2.23% 10