Shum Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.38M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$1.19M	Buy
2024 Q3	$1.22M	Buy