Shum Financial Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$4.06M	Buy	99,612 +803	+0.8%	+$32.7K	3.51%	6
2024 Q4	$4.44M	Buy	98,809 +917	+0.9%	+$41.2K	3.83%	5
2024 Q3	$4.74M	Buy	+97,892	New	+$4.74M	3.95%	4