Shum Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q1 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 74,594 shares of SPEM stock, worth $3.45 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
74,594
Previous 72,678
2.64%
Holding current value
$3.45 Million
Previous $2.79 Billion
5.31%
% of portfolio
2.54%
Previous 2.41%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
958Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.06 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$832 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$540 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$506 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$310 Million1.42% of portfolio