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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$1.24M Buy
15,705
+7
+0% +$552 1.07% 31
2024
Q4 		$1.19M Buy
15,698
+123
+0.8% +$9.31K 1.03% 32
2024
Q3 		$1.22M Buy
+15,575
New +$1.22M 1.02% 31