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SPDR S&P Dividend shares owned by Shum Financial Group

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Shum Financial Group from 13F filings

Historical chart of Shum Financial Group investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by Shum Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by Shum Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 26k 140.05
2025-03-31 $3.5M 26k 135.68
2024-12-31 $3.4M 26k 132.10
2024-09-30 $3.6M 26k 139.27

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Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding SPDR S&P Dividend

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