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

Shum Financial Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.45M Sell
94,534
-1,732
-2% -$92.5K 3.29% 4
2026
Q1 		$4.65M Buy
96,266
+77
+0.1% +$3.81K 3.29% 5
2025
Q4 		$4.51M Sell
96,189
-830
-0.9% -$38.7K 3.25% 6
2025
Q3 		$4.49M Buy
+97,019
New +$4.35M 3.35% 6
2025
Q1 		$4.06M Buy
99,612
+803
+0.8% +$35.4K 3.51% 6
2024
Q4 		$4.44M Buy
98,809
+917
+0.9% +$42.7K 3.83% 5
2024
Q3 		$4.74M Buy
+97,892
New +$4.3M 3.95% 4

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Shum Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.8% in Q2 2026, selling an estimated $92.5K and leaving 94,534 shares worth $5.45M. The position accounts for 3.29% of the portfolio, ranked #4.

Shum Financial Group first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Shum Financial Group held 94,534 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.45M as of Q2 2026.
  • Shum Financial Group sold 1,732 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $92.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.29% of Shum Financial Group's portfolio in Q2 2026, its #4 holding.
  • Shum Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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