Shum Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Shum Financial Group’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.09M	Buy	26,884 +686	+3%	+$102K	2.47%	11
2026 Q1	$3.82M	Sell	26,198 -347	-1%	-$51.7K	2.7%	8
2025 Q4	$3.69M	Buy	26,545 +475	+2%	+$66.1K	2.66%	8
2025 Q3	$3.65M	Buy	+26,070	New	+$3.64M	2.72%	7
2025 Q1	$3.49M	Sell	25,705 -181	-0.7%	-$24.3K	3.02%	7
2024 Q4	$3.42M	Buy	25,886 +9	+0%	+$1.26K	2.95%	7
2024 Q3	$3.6M	Buy	+25,877	New	+$3.5M	3.01%	7

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Shum Financial Group's SDY Position: Q2 2026 in Review

Shum Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.6% in Q2 2026, buying an estimated $102K and bringing the position to 26,884 shares worth $4.09M. The position accounts for 2.47% of the portfolio, ranked #11.

Shum Financial Group first reported a position in SDY in Q3 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Shum Financial Group held 26,884 shares of State Street SPDR S&P Dividend ETF worth $4.09M as of Q2 2026.
Shum Financial Group bought 686 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $102K.
State Street SPDR S&P Dividend ETF made up 2.47% of Shum Financial Group's portfolio in Q2 2026, its #11 holding.
Shum Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.