Shum Financial Group, Inc. SPSM Holdings History
Shum Financial Group, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 99,612.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $4.06 Mil. This investment constitutes 3.51% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 2 purchases of SPSM, at an average price of $43.95, for a total of 99,612.00 shares. Based on historical transaction data and SPSM's current price of $43.59, Shum Financial Group, Inc.'s estimated gain on his SPSM holdings is $-36,357.81, reflecting a -0.83% gain to date.
Shum Financial Group, Inc. SPSM ($43.59) Holding Chart
Shum Financial Group, Inc. SPSM ($43.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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