Shum Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$731K	Buy	+979	New	+$710K	0.44%	55

Other funds holding SPY

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

Shum Financial Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 979 shares worth $731K. The stake represents 0.44% of the portfolio and ranks #55 among its holdings.

3,022 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Shum Financial Group held 979 shares of State Street SPDR S&P 500 ETF Trust worth $731K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Shum Financial Group position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Shum Financial Group's portfolio in Q2 2026, its #55 holding.
3,022 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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