Shum Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$922K	Buy	5,814 +46	+0.8%	+$6.84K	0.56%	45
2026 Q1	$846K	Sell	5,768 -15	-0.3%	-$2.31K	0.6%	45
2025 Q4	$895K	Buy	5,783 +14	+0.2%	+$2.1K	0.64%	44
2025 Q3	$803K	Buy	+5,769	New	+$781K	0.6%	46
2025 Q1	$829K	Buy	5,677 +19	+0.3%	+$2.76K	0.72%	47
2024 Q4	$778K	Sell	5,658 -17	-0.3%	-$2.49K	0.67%	48
2024 Q3	$839K	Buy	+5,675	New	+$860K	0.7%	47

Other funds holding XLV

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

Shum Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.8% in Q2 2026, buying an estimated $6.84K and bringing the position to 5,814 shares worth $922K. The position accounts for 0.56% of the portfolio, ranked #45.

Shum Financial Group first reported a position in XLV in Q3 2024 and has held it in 7 quarters since. 1,135 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Shum Financial Group held 5,814 shares of State Street Health Care Select Sector SPDR ETF worth $922K as of Q2 2026.
Shum Financial Group bought 46 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.84K.
State Street Health Care Select Sector SPDR ETF made up 0.56% of Shum Financial Group's portfolio in Q2 2026, its #45 holding.
Shum Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,135 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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