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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
2024-09-30 $3.6M 26k 139.27

More positions owned by Shum Financial Group

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

View all positions for Shum Financial Group

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Morgan Stanley
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Richard Bernstein Advisors
International Assets Investment Management
Commonwealth Equity Services
Janney Montgomery Scott
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding SPDR S&P Dividend