Shum Financial Group’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.44M Buy
30,312
+91
+0.3% +$7.31K 2.11% 13
2024
Q4
$2.66M Buy
30,221
+414
+1% +$36.4K 2.29% 9
2024
Q3
$2.5M Buy
+29,807
New +$2.5M 2.08% 12