Shum Financial Group, Inc. Spdr Portfolio Transaction History
Shum Financial Group, Inc.
- $139 Billion
- Q4 2025
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Shum Financial Group, Inc. holds 47,332 shares of SPMD stock, worth $2.66 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
47,332
Previous 46,824
1.08%
Holding current value
$2.66 Million
Previous $2.68 Billion
2.36%
% of portfolio
1.97%
Previous 2.0%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
808Shares Held
230MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio