$3.22 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 192 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 20.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $1,781,252,547 | +0.2% | 13,364,740 | 0.0% | 55.40% | +0.7% | |
| CME | CME GROUP INC | $92,764,874 | -8.7% | 471,846 | 0.0% | 2.88% | -8.3% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $87,965,659 | +26.2% | 821,188 | +28.4% | 2.74% | +26.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $86,486,846 | +18.4% | 890,974 | +19.4% | 2.69% | +18.9% |
| GLD | Buy | SPDR GOLD TR | $67,646,446 | +17.6% | 314,620 | +12.6% | 2.10% | +18.1% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $64,838,016 | +8.9% | 692,344 | +10.1% | 2.02% | +9.4% |
| NVDA | Buy | NVIDIA CORPORATION | $61,582,515 | +20.5% | 498,480 | +781.4% | 1.92% | +21.0% |
| SQ | BLOCK INCcl a | $58,552,406 | -23.8% | 907,930 | 0.0% | 1.82% | -23.4% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $49,834,863 | +12.6% | 344,805 | +307.4% | 1.55% | +13.1% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $45,294,062 | +2.9% | 587,167 | +3.7% | 1.41% | +3.4% |
| IGSB | Buy | ISHARES TR | $43,192,656 | +2.1% | 842,948 | +2.2% | 1.34% | +2.5% |
| AVGO | Buy | BROADCOM INC | $39,605,082 | +30.5% | 24,680 | +7.8% | 1.23% | +31.1% |
| MSFT | Buy | MICROSOFT CORP | $36,377,774 | +15.8% | 81,329 | +8.9% | 1.13% | +16.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $35,640,860 | +26.4% | 194,310 | +4.9% | 1.11% | +26.8% |
| MBB | Buy | ISHARES TRmbs etf | $34,510,094 | +5.3% | 375,886 | +6.0% | 1.07% | +5.7% |
| ANET | Buy | ARISTA NETWORKS INC | $34,143,061 | +28.6% | 97,418 | +6.4% | 1.06% | +29.2% |
| FB | Buy | META PLATFORMS INCcl a | $30,176,970 | +12.6% | 59,773 | +8.3% | 0.94% | +13.1% |
| AMZN | Sell | AMAZON COM INC | $29,187,987 | -7.0% | 151,027 | -13.2% | 0.91% | -6.6% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $24,612,654 | +42.3% | 985,689 | +43.7% | 0.76% | +42.7% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $24,533,345 | +15.1% | 267,306 | +18.7% | 0.76% | +15.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $22,530,044 | -3.0% | 714,106 | -0.9% | 0.70% | -2.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $21,048,719 | +35.6% | 43,922 | +25.7% | 0.66% | +36.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $20,555,771 | +13.8% | 40,364 | +10.6% | 0.64% | +14.3% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $20,292,525 | +1.7% | 769,239 | +2.3% | 0.63% | +2.1% |
| INTU | Buy | INTUIT | $18,539,237 | +9.7% | 28,209 | +8.5% | 0.58% | +10.3% |
| JPM | Buy | JPMORGAN CHASE & CO. | $18,079,212 | +9.1% | 89,386 | +8.0% | 0.56% | +9.6% |
| FSLR | Buy | FIRST SOLAR INC | $16,742,885 | +57.9% | 74,261 | +18.2% | 0.52% | +58.8% |
| AMGN | Buy | AMGEN INC | $15,204,754 | +17.6% | 48,663 | +7.0% | 0.47% | +18.0% |
| DHI | Buy | D R HORTON INC | $15,035,681 | -10.6% | 106,689 | +4.4% | 0.47% | -10.2% |
| GWW | Buy | GRAINGER W W INC | $13,922,465 | -4.7% | 15,431 | +7.4% | 0.43% | -4.2% |
| GOVT | Buy | ISHARES TRus treas bd etf | $12,828,856 | +12.2% | 568,403 | +13.1% | 0.40% | +12.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $12,682,383 | +15.0% | 49,147 | +8.0% | 0.39% | +15.2% |
| BLK | Buy | BLACKROCK INC | $12,342,816 | +0.3% | 15,677 | +6.2% | 0.38% | +0.8% |
| SHV | Buy | ISHARES TRshort treas bd | $12,079,529 | +70.8% | 109,317 | +70.9% | 0.38% | +71.7% |
| KO | Buy | COCA COLA CO | $11,287,755 | +13.9% | 177,341 | +9.5% | 0.35% | +14.3% |
| JNK | New | SPDR SER TRbloomberg high y | $10,369,700 | – | 110,000 | +100.0% | 0.32% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $9,754,837 | +1.4% | 127,381 | +1.1% | 0.30% | +1.7% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $9,374,200 | +1.0% | 16,258 | -8.2% | 0.29% | +1.7% |
| QCOM | Buy | QUALCOMM INC | $9,003,647 | +26.0% | 45,206 | +7.1% | 0.28% | +26.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $8,964,500 | -12.3% | 215,856 | +14.5% | 0.28% | -12.0% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $8,858,400 | -9.9% | 55,365 | +12.2% | 0.28% | -9.2% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $8,305,226 | +8.7% | 137,390 | +12.9% | 0.26% | +8.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $8,234,729 | -9.7% | 100,854 | -9.6% | 0.26% | -9.5% |
| IYR | Buy | ISHARES TRu.s. real es etf | $8,025,490 | +11.3% | 91,469 | +14.1% | 0.25% | +12.1% |
| VOO | Buy | VANGUARD INDEX FDS | $7,215,376 | +7.3% | 14,427 | +3.2% | 0.22% | +7.7% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $6,791,594 | -0.5% | 89,528 | +2.6% | 0.21% | 0.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $6,714,134 | +6.3% | 7,899 | -8.4% | 0.21% | +6.6% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $6,653,462 | +8.7% | 97,644 | +4.8% | 0.21% | +9.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,362,205 | +4.0% | 82,332 | +4.1% | 0.20% | +4.8% |
| SOXX | Sell | ISHARES TRishares semicdtr | $5,950,935 | +2.8% | 24,129 | -5.9% | 0.18% | +3.4% |
| ULTA | Buy | ULTA BEAUTY INC | $5,231,240 | +34.8% | 13,557 | +82.7% | 0.16% | +35.8% |
| IYE | Buy | ISHARES TRu.s. energy etf | $5,119,248 | -0.5% | 106,651 | +2.4% | 0.16% | 0.0% |
| TXN | Sell | TEXAS INSTRS INC | $4,577,680 | +11.5% | 23,532 | -0.2% | 0.14% | +11.8% |
| IGV | Buy | ISHARES TRexpanded tech | $4,548,245 | +2.9% | 52,375 | +1.1% | 0.14% | +2.9% |
| PEP | Buy | PEPSICO INC | $4,511,165 | +4.9% | 27,352 | +11.3% | 0.14% | +5.3% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $4,388,122 | +7.9% | 77,776 | +7.8% | 0.14% | +7.9% |
| HD | Buy | HOME DEPOT INC | $4,174,598 | +1.0% | 12,127 | +12.6% | 0.13% | +1.6% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $3,801,391 | +2.1% | 47,559 | +2.8% | 0.12% | +2.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,730,908 | +3.1% | 22,608 | +1.3% | 0.12% | +3.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,577,116 | +12.4% | 46,002 | +16.6% | 0.11% | +12.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,423,781 | +5.6% | 18,466 | -14.0% | 0.11% | +6.0% |
| PFE | Buy | PFIZER INC | $3,414,987 | +6.2% | 122,051 | +5.3% | 0.11% | +6.0% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $3,296,440 | +106.2% | 32,732 | +106.2% | 0.10% | +106.0% |
| TIP | Buy | ISHARES TRtips bd etf | $3,133,032 | +5.0% | 29,341 | +5.7% | 0.10% | +5.4% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $2,925,033 | +8.1% | 30,619 | +8.2% | 0.09% | +8.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $2,768,581 | -8.3% | 21,769 | -5.4% | 0.09% | -8.5% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $2,387,934 | -0.6% | 97,666 | +0.0% | 0.07% | 0.0% |
| WCLD | Sell | WISDOMTREE TR | $2,298,078 | -13.7% | 72,747 | -4.9% | 0.07% | -14.5% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $2,201,436 | +22.7% | 19,065 | +23.1% | 0.07% | +21.4% |
| REET | Buy | ISHARES TRglobal reit etf | $2,008,172 | +18.1% | 86,373 | +20.3% | 0.06% | +17.0% |
| T | Sell | AT&T INC | $1,881,628 | +0.8% | 98,463 | -7.2% | 0.06% | +1.7% |
| VHT | Sell | VANGUARD WORLD FDhealth car etf | $1,888,068 | -16.1% | 7,098 | -14.6% | 0.06% | -15.7% |
| RL | Buy | RALPH LAUREN CORPcl a | $1,900,801 | +874.4% | 10,858 | +945.0% | 0.06% | +883.3% |
| CSCO | Sell | CISCO SYS INC | $1,853,318 | -13.5% | 39,009 | -9.1% | 0.06% | -12.1% |
| INDA | Buy | ISHARES TRmsci india etf | $1,863,721 | +77.9% | 33,412 | +64.5% | 0.06% | +81.2% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,839,055 | +556.8% | 13,908 | +485.6% | 0.06% | +533.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,719,188 | +19.6% | 40,366 | +15.3% | 0.05% | +17.8% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $1,690,900 | -5.9% | 18,565 | -5.1% | 0.05% | -5.4% |
| GIS | Buy | GENERAL MLS INC | $1,547,403 | -5.3% | 24,461 | +4.7% | 0.05% | -5.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,432,089 | +1.1% | 21,884 | +8.2% | 0.04% | +2.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,414,020 | -58.5% | 8,867 | -53.0% | 0.04% | -58.5% |
| HRB | Buy | BLOCK H & R INC | $1,373,281 | +11.6% | 21,664 | +48.9% | 0.04% | +13.2% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,391,348 | -9.0% | 15,725 | -7.8% | 0.04% | -8.5% |
| SYY | Buy | SYSCO CORP | $1,343,488 | +9.9% | 18,819 | +25.0% | 0.04% | +10.5% |
| BK | Sell | BANK NEW YORK MELLON CORP | $1,309,016 | -8.0% | 21,857 | -11.5% | 0.04% | -6.8% |
| IHI | Buy | ISHARES TRu.s.med dvc etf | $1,308,814 | -2.4% | 23,355 | +2.0% | 0.04% | -2.4% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,229,695 | -9.6% | 33,235 | -2.6% | 0.04% | -9.5% |
| XBI | Sell | SPDR SER TRs&p biotech | $1,228,566 | -8.2% | 13,256 | -6.0% | 0.04% | -7.3% |
| SHOP | Sell | SHOPIFY INCcl a | $1,067,230 | -53.7% | 16,080 | -46.2% | 0.03% | -53.5% |
| XLC | Sell | SELECT SECTOR SPDR TR | $1,046,337 | -5.1% | 12,215 | -9.6% | 0.03% | -2.9% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,044,002 | +20847.1% | 21,606 | +20283.0% | 0.03% | – |
| IBB | Sell | ISHARES TRishares biotech | $1,034,803 | -4.9% | 7,539 | -4.9% | 0.03% | -5.9% |
| DVY | Sell | ISHARES TRselect divid etf | $911,947 | -6.2% | 7,538 | -4.4% | 0.03% | -6.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $869,060 | +26.1% | 16,235 | +21.6% | 0.03% | +28.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $822,550 | -51.5% | 14,092 | -44.3% | 0.03% | -50.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $813,728 | +11.8% | 9,715 | +15.5% | 0.02% | +8.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $753,991 | -4.1% | 18,283 | -2.5% | 0.02% | -4.2% |
| VCR | Sell | VANGUARD WORLD FDconsum dis etf | $740,847 | -5.9% | 2,372 | -4.3% | 0.02% | -4.2% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $692,160 | -23.5% | 2,921 | -13.3% | 0.02% | -21.4% |
| OMC | Sell | OMNICOM GROUP INC | $671,853 | -14.4% | 7,490 | -7.6% | 0.02% | -12.5% |
| KMB | Sell | KIMBERLY-CLARK CORP | $670,823 | -4.5% | 4,854 | -10.6% | 0.02% | -4.5% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $639,784 | -3.1% | 18,856 | -9.7% | 0.02% | 0.0% |
| DOCU | DOCUSIGN INC | $626,168 | -11.5% | 11,884 | 0.0% | 0.02% | -13.6% | |
| OKTA | Sell | OKTA INCcl a | $612,505 | -33.7% | 6,631 | -24.9% | 0.02% | -34.5% |
| SH | PROSHARES TRshort s&p 500 ne | $547,680 | -3.8% | 48,000 | 0.0% | 0.02% | -5.6% | |
| CRM | Sell | SALESFORCE INC | $538,065 | -59.7% | 2,128 | -52.0% | 0.02% | -58.5% |
| APPLE INCcall | $500,941 | +474.7% | 19,000 | 0.0% | 0.02% | +433.3% | ||
| New | BLOCK INCput | $443,436 | – | 40,000 | +100.0% | 0.01% | – | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $437,250 | -78.1% | 1,129 | -81.9% | 0.01% | -77.4% |
| Buy | NVIDIA CORPORATIONcall | $435,577 | -72.4% | 53,080 | +1169.9% | 0.01% | -71.4% | |
| NFLX | Sell | NETFLIX INC | $424,975 | -41.0% | 621 | -47.6% | 0.01% | -40.9% |
| ALPHABET INCput | $375,660 | +183.9% | 50,000 | 0.0% | 0.01% | +200.0% | ||
| SNAP | SNAP INCcl a | $377,448 | +44.3% | 22,779 | 0.0% | 0.01% | +50.0% | |
| AAPL | Sell | APPLE INC | $331,427 | -78.6% | 1,548 | -82.9% | 0.01% | -79.2% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $297,605 | – | 3,265 | +100.0% | 0.01% | – |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $287,963 | -52.2% | 8,467 | -51.3% | 0.01% | -52.6% |
| ZS | Sell | ZSCALER INC | $243,311 | -89.5% | 1,286 | -89.3% | 0.01% | -88.9% |
| HEWJ | Buy | ISHARES TRhdg msci japan | $245,475 | +26.4% | 5,625 | +21.8% | 0.01% | +33.3% |
| MA | MASTERCARD INCORPORATEDcl a | $243,513 | -8.1% | 550 | 0.0% | 0.01% | 0.0% | |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $247,223 | -3.8% | 2,195 | -5.6% | 0.01% | 0.0% |
| EWJ | ISHARES INCmsci jpn etf new | $216,935 | -4.4% | 3,179 | 0.0% | 0.01% | 0.0% | |
| TDOC | Sell | TELADOC HEALTH INC | $231,334 | -43.0% | 22,814 | -15.1% | 0.01% | -46.2% |
| REM | Buy | ISHARES TRmortge rel etf | $221,489 | +105.1% | 9,986 | +114.9% | 0.01% | +133.3% |
| Buy | AMAZON COM INCcall | $239,029 | +1310.9% | 21,752 | +888.7% | 0.01% | +600.0% | |
| IEO | Sell | ISHARES TRus oil gs ex etf | $207,031 | -12.4% | 2,078 | -5.8% | 0.01% | -14.3% |
| SNOW | SNOWFLAKE INCcl a | $207,040 | -17.1% | 1,546 | 0.0% | 0.01% | -25.0% | |
| GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $196,700 | -5.7% | 4,670 | -13.2% | 0.01% | 0.0% |
| Buy | SALESFORCE INCput | $159,960 | +119.1% | 13,500 | +35.0% | 0.01% | +150.0% | |
| Buy | INVESCO QQQ TRput | $136,992 | +3288.4% | 20,000 | +263.6% | 0.00% | – | |
| Buy | NVIDIA CORPORATIONput | $139,729 | -66.1% | 30,000 | +400.0% | 0.00% | -69.2% | |
| TWLO | TWILIO INCcl a | $120,658 | -8.4% | 2,155 | 0.0% | 0.00% | 0.0% | |
| New | SHOPIFY INCcall | $129,500 | – | 20,000 | +100.0% | 0.00% | – | |
| PAYPAL HLDGS INCput | $120,000 | +10.3% | 30,000 | 0.0% | 0.00% | +33.3% | ||
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $144,245 | -33.1% | 2,467 | -25.2% | 0.00% | -42.9% |
| Buy | MICROSOFT CORPput | $130,574 | +3.5% | 15,500 | +138.5% | 0.00% | 0.0% | |
| EAGG | ISHARES TResg awr us agrgt | $102,356 | -1.0% | 2,196 | 0.0% | 0.00% | 0.0% | |
| New | ADOBE INCcall | $84,852 | – | 4,158 | +100.0% | 0.00% | – | |
| Buy | ADVANCED MICRO DEVICES INCput | $105,000 | -59.1% | 20,000 | +33.3% | 0.00% | -62.5% | |
| Sell | AMAZON COM INCput | $97,479 | +12.0% | 10,000 | -66.7% | 0.00% | 0.0% | |
| New | FREEPORT-MCMORAN INCput | $112,289 | – | 45,000 | +100.0% | 0.00% | – | |
| PIXIE DUST TECHNOLOGIES INCadr | $85,728 | -55.9% | 56,400 | 0.0% | 0.00% | -50.0% | ||
| ESGV | VANGUARD WORLD FDesg us stk etf | $90,808 | +3.9% | 938 | 0.0% | 0.00% | 0.0% | |
| ZOOM VIDEO COMMUNICATIONS INput | $87,526 | +22.8% | 10,000 | 0.0% | 0.00% | +50.0% | ||
| New | ADOBE INCput | $75,900 | – | 4,000 | +100.0% | 0.00% | – | |
| XSOE | WISDOMTREE TRem ex st-owned | $72,011 | +4.0% | 2,351 | 0.0% | 0.00% | 0.0% | |
| PANW | New | PALO ALTO NETWORKS INC | $80,093 | – | 235 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC | $51,751 | – | 702 | +100.0% | 0.00% | – |
| New | CROWDSTRIKE HLDGS INCput | $55,906 | – | 7,000 | +100.0% | 0.00% | – | |
| NETFLIX INCput | $58,540 | -64.2% | 4,000 | 0.0% | 0.00% | -60.0% | ||
| Sell | SALESFORCE INCcall | $63,238 | -89.5% | 3,500 | -75.0% | 0.00% | -89.5% | |
| FCPI | New | FIDELITY COVINGTON TRUSTstock for infl | $73,800 | – | 1,800 | +100.0% | 0.00% | – |
| META PLATFORMS INCput | $79,877 | +343.8% | 5,000 | 0.0% | 0.00% | +100.0% | ||
| Sell | ALPHABET INCcall | $48,385 | +122.6% | 2,600 | -79.4% | 0.00% | +100.0% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $52,368 | +71.9% | 593 | +80.8% | 0.00% | +100.0% |
| JNJ | New | JOHNSON & JOHNSON | $31,347 | – | 215 | +100.0% | 0.00% | – |
| Sell | NETFLIX INCcall | $38,790 | -64.1% | 584 | -62.2% | 0.00% | -66.7% | |
| Sell | MICROSOFT CORPcall | $20,251 | -63.6% | 941 | -53.0% | 0.00% | -50.0% | |
| LLY | New | ELI LILLY & CO | $24,544 | – | 27 | +100.0% | 0.00% | – |
| New | QUALCOMM INCcall | $42,317 | – | 5,056 | +100.0% | 0.00% | – | |
| HEZU | ISHARES TRcur hd eurzn etf | $40,993 | -1.3% | 1,130 | 0.0% | 0.00% | 0.0% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $47,745 | -25.1% | 569 | -25.4% | 0.00% | -50.0% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $19,355 | -54.5% | 298 | -53.9% | 0.00% | 0.0% |
| New | FREEPORT-MCMORAN INCcall | $20,363 | – | 22,500 | +100.0% | 0.00% | – | |
| New | CROWDSTRIKE HLDGS INCcall | $45,067 | – | 3,790 | +100.0% | 0.00% | – | |
| New | ARM HOLDINGS PLCcall | $48,141 | – | 1,200 | +100.0% | 0.00% | – | |
| APPLE INCput | $16,850 | -86.4% | 35,000 | 0.0% | 0.00% | -75.0% | ||
| EMQQ | EXCHANGE TRADED CONCEPTS TRUemqq em intern | $465 | +6.2% | 14 | 0.0% | 0.00% | – | |
| IWM | ISHARES TRrussell 2000 etf | $3,449 | -3.6% | 17 | 0.0% | 0.00% | – | |
| Sell | ZSCALER INCcall | $2,582 | -95.2% | 2,395 | -36.8% | 0.00% | -100.0% | |
| ADBE | New | ADOBE INC | $10,935 | – | 20 | +100.0% | 0.00% | – |
| New | ZOOM VIDEO COMMUNICATIONS INcall | $5,451 | – | 30,000 | +100.0% | 0.00% | – | |
| Exit | TELADOC HEALTH INCcall | $0 | – | -4,179 | -100.0% | 0.00% | – | |
| Exit | BLOCK INCcall | $0 | – | -1,345 | -100.0% | 0.00% | – | |
| Exit | MICRON TECHNOLOGY INCput | $0 | – | -15,000 | -100.0% | 0.00% | – | |
| Sell | META PLATFORMS INCcall | $6,626 | -96.7% | 190 | -89.7% | 0.00% | -100.0% | |
| DIS | Sell | DISNEY WALT CO | $5,109 | -92.0% | 50 | -90.4% | 0.00% | -100.0% |
| PAYPAL HLDGS INCcall | $230 | -95.9% | 1,400 | 0.0% | 0.00% | – | ||
| XLF | SELECT SECTOR SPDR TRfinancial | $7,359 | -2.4% | 179 | 0.0% | 0.00% | – | |
| Sell | MICRON TECHNOLOGY INCcall | $16,000 | -96.2% | 1,400 | -92.2% | 0.00% | -100.0% | |
| New | ALPHABET INCcall | $8,384 | – | 720 | +100.0% | 0.00% | – | |
| New | SERVICENOW INCcall | $4,838 | – | 103 | +100.0% | 0.00% | – | |
| New | ADVANCED MICRO DEVICES INCcall | $15,548 | – | 2,803 | +100.0% | 0.00% | – | |
| New | PALO ALTO NETWORKS INCcall | $5,298 | – | 450 | +100.0% | 0.00% | – | |
| Exit | INVESCO QQQ TRcall | $0 | – | -2,000 | -100.0% | -0.00% | – | |
| Exit | ARM HOLDINGS PLCput | $0 | – | -20,000 | -100.0% | -0.00% | – | |
| Exit | VISA INCcall | $0 | – | -7,000 | -100.0% | -0.01% | – | |
| Exit | ZSCALER INCput | $0 | – | -20,000 | -100.0% | -0.01% | – | |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -4,259 | -100.0% | -0.02% | – |
| TSLA | Exit | TESLA INC | $0 | – | -3,630 | -100.0% | -0.02% | – |
| Exit | ARM HOLDINGS PLCsponsored adr | $0 | – | -5,400 | -100.0% | -0.02% | – | |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -1,160,614 | -100.0% | -4.13% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Sumitomo Mitsui Banking Corporation #1
- SMBC Trust Bank Ltd. #2
- SMBC Nikko Securities Inc. #3
- Sumitomo Mitsui Card Company, Limited #4
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF TR | 31 | Q2 2024 | 44.8% |
| ISHARES TR | 31 | Q2 2024 | 7.1% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 3.7% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 0.7% |
| CISCO SYS INC COM | 31 | Q2 2024 | 0.3% |
| PIMCO ETF TR | 31 | Q2 2024 | 0.5% |
| PROSHARES TR | 31 | Q2 2024 | 0.3% |
| VANECK VECTORS ETF TRUST | 31 | Q2 2024 | 0.4% |
| ISHARES TR | 31 | Q2 2024 | 0.1% |
| VANECK VECTORS ETF TRUST | 31 | Q2 2024 | 0.1% |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Qifu Technology, Inc. | February 13, 2024 | 7,748,328 | 2.4% |
| VNET Group, Inc.Sold out | February 13, 2024 | 0 | 0.0% |
| ReNew Energy Global plc | February 14, 2023 | 7,258,052 | 2.6% |
| Ares Private Markets Fund | May 10, 2022 | 3,000,000 | 28.9% |
| Ares Management Corp | February 02, 2022 | 13,364,740 | 8.0% |
| Magnum Opus Acquisition Ltd | October 07, 2021 | 207,893 | 1.0% |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 424B3 | 2024-10-01 |
| 4 | 2024-09-19 |
| 6-K | 2024-08-14 |
| 13F-HR | 2024-08-13 |
| 3 | 2024-08-13 |
| 6-K | 2024-08-02 |
| 6-K | 2024-08-01 |
| D | 2024-07-26 |
| 6-K | 2024-07-23 |
| 6-K | 2024-07-09 |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (20-F)
- Quarterly reports (6-K)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.