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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.69M Buy
52,660
+1,144
+2% +$58.4K 2.33% 9
2024
Q4
$2.63M Buy
51,516
+893
+2% +$45.7K 2.28% 10
2024
Q3
$2.73M Buy
+50,623
New +$2.73M 2.28% 9