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

Shum Financial Group’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.24M	Buy	47,975 +402	+0.8%	+$25.9K	1.95%	16
2026 Q1	$2.82M	Buy	47,573 +241	+0.5%	+$14.7K	1.99%	15
2025 Q4	$2.74M	Buy	47,332 +508	+1%	+$29.2K	1.97%	16
2025 Q3	$2.68M	Buy	+46,824	New	+$2.64M	2%	14
2025 Q1	$2.44M	Buy	47,649 +724	+2%	+$39.5K	2.11%	12
2024 Q4	$2.57M	Buy	46,925 +443	+1%	+$24.9K	2.22%	12
2024 Q3	$2.68M	Buy	+46,482	New	+$2.46M	2.23%	10

Other funds holding SPMD

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Shum Financial Group's SPMD Position: Q2 2026 in Review

Shum Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.85% in Q2 2026, buying an estimated $25.9K and bringing the position to 47,975 shares worth $3.24M. The position accounts for 1.95% of the portfolio, ranked #16.

Shum Financial Group first reported a position in SPMD in Q3 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Shum Financial Group held 47,975 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.24M as of Q2 2026.
Shum Financial Group bought 402 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $25.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.95% of Shum Financial Group's portfolio in Q2 2026, its #16 holding.
Shum Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.