SFG
SPYG icon

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

Shum Financial Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.64M Buy
30,587
+1,236
+4% +$141K 2.19% 13
2026
Q1 		$2.87M Buy
29,351
+246
+0.8% +$25.6K 2.03% 13
2025
Q4 		$3.11M Sell
29,105
-98
-0.3% -$10.4K 2.24% 13
2025
Q3 		$3.05M Buy
+29,203
New +$2.91M 2.28% 13
2025
Q1 		$2.44M Buy
30,312
+91
+0.3% +$7.94K 2.11% 13
2024
Q4 		$2.66M Buy
30,221
+414
+1% +$35.8K 2.29% 9
2024
Q3 		$2.5M Buy
+29,807
New +$2.38M 2.08% 12

Other funds holding SPYG

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Shum Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.2% in Q2 2026, buying an estimated $141K and bringing the position to 30,587 shares worth $3.64M. The position accounts for 2.19% of the portfolio, ranked #13.

Shum Financial Group first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. 901 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Shum Financial Group held 30,587 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.64M as of Q2 2026.
  • Shum Financial Group bought 1,236 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $141K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.19% of Shum Financial Group's portfolio in Q2 2026, its #13 holding.
  • Shum Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 901 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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