Shum Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Shum Financial Group, Inc.
- $134 Billion
- Q3 2025
A detailed history of Shum Financial Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Shum Financial Group, Inc. holds 73,452 shares of SPEM stock, worth $3.49 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
73,452
Previous 74,594
1.53%
Holding current value
$3.49 Million
Previous $2.94 Billion
17.08%
% of portfolio
2.57%
Previous 2.54%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio