Shum Financial Group’s State Street Utilities Select Sector SPDR ETF 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
2026 Q2	$1.44M	Buy	31,795 +116	+0.4%	+$5.25K	0.87%	32
2026 Q1	$1.45M	Buy	31,679 +38	+0.1%	+$1.71K	1.03%	25
2025 Q4	$1.35M	Sell	31,641 -25	-0.1%	-$1.11K	0.97%	28
2025 Q3	$1.38M	Buy	+31,666	New	+$1.34M	1.03%	28
2025 Q1	$1.24M	Buy	31,410 +14	+0%	+$547	1.07%	31
2024 Q4	$1.19M	Buy	31,396 +246	+0.8%	+$9.76K	1.03%	32
2024 Q3	$1.22M	Buy	+31,150	New	+$1.16M	1.02%	31

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MIH

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

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

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

Shum Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.37% in Q2 2026, buying an estimated $5.25K and bringing the position to 31,795 shares worth $1.44M. The position accounts for 0.87% of the portfolio, ranked #32.

Shum Financial Group first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q1 2026. 968 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Shum Financial Group held 31,795 shares of State Street Utilities Select Sector SPDR ETF worth $1.44M as of Q2 2026.
Shum Financial Group bought 116 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.25K.
State Street Utilities Select Sector SPDR ETF made up 0.87% of Shum Financial Group's portfolio in Q2 2026, its #32 holding.
Shum Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.45M in Q1 2026.
968 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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