Health Care SPDR shares owned by Shum Financial Group
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Shum Financial Group
from 13F filings
Historical chart of Shum Financial Group investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Shum Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $803k | 5.8k | 139.17 |
| 2025-03-31 | $829k | 5.7k | 146.01 |
| 2024-12-31 | $778k | 5.7k | 137.57 |
| 2024-09-30 | $839k | 5.7k | 147.85 |
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