Shum Financial Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q1 2025
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Shum Financial Group, Inc. holds 99,612 shares of SPSM stock, worth $4.6 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
99,612
Previous 98,809
0.81%
Holding current value
$4.6 Million
Previous $4.44 Billion
8.52%
% of portfolio
3.51%
Previous 3.83%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
971Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.1 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.08 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$813 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$289 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$284 Million0.05% of portfolio