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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.16M	Buy	68,415 +4,638	+7%	+$278K	2.51%	10
2026 Q1	$3.61M	Buy	63,777 +2,728	+4%	+$158K	2.55%	11
2025 Q4	$3.47M	Buy	61,049 +4,673	+8%	+$263K	2.5%	11
2025 Q3	$3.12M	Buy	+56,376	New	+$3.04M	2.33%	12
2025 Q1	$2.69M	Buy	52,660 +1,144	+2%	+$59.3K	2.33%	9
2024 Q4	$2.63M	Buy	51,516 +893	+2%	+$47.5K	2.28%	10
2024 Q3	$2.73M	Buy	+50,623	New	+$2.58M	2.28%	9

Other funds holding SPYV

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Shum Financial Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.3% in Q2 2026, buying an estimated $278K and bringing the position to 68,415 shares worth $4.16M. The position accounts for 2.51% of the portfolio, ranked #10.

Shum Financial Group first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Shum Financial Group held 68,415 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.16M as of Q2 2026.
Shum Financial Group bought 4,638 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $278K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.51% of Shum Financial Group's portfolio in Q2 2026, its #10 holding.
Shum Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
784 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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