Number of Shares
99,612.00
Current Holdings Value*
$4.06 Mil
% of Portfolio
3.51%
Total Estimate Gain
$3,486.99
% of Total Estimate Gain
0.08%

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 $43.99, Shum Financial Group, Inc.'s estimated gain on his SPSM holdings is $3,486.99, reflecting a 0.08% gain to date.

Shum Financial Group, Inc. SPSM ($43.99) Holding Chart

Shum Financial Group, Inc. SPSM ($43.99) 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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