Shum Financial Group, Inc. Select Sector Spdr Fund Health Transaction History

Shum Financial Group, Inc.

  • $116 Billion
  • Q1 2025

A detailed history of Shum Financial Group, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Shum Financial Group, Inc. holds 5,677 shares of XLV stock, worth $808,234. This represents 0.72% of its overall portfolio holdings.

Number of Shares
5,677
Previous 5,658 0.34%
Holding current value
$808,234
Previous $778 Million 6.49%
% of portfolio
0.72%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$137.61 - $149.68 $2,614 - $2,843
19 Added 0.34%
5,677 $829 Million
Q4 2024

Jan 22, 2025
SELL
$136.28 - $154.74 $2,316 - $2,630
-17 Reduced 0.3%
5,658 $778 Million
Q3 2024

Nov 13, 2024
BUY
$143.3 - $157.24 $813,227 - $892,337
5,675 New
5,675 $839 Million

Others Institutions Holding XLV

# of Institutions
1,969
Shares Held
198M
Call Options Held
14.9M
Put Options Held
14.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Shum Financial Group, Inc. Portfolio

Follow Shum Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shum Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shum Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email