$3.56 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 198 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 25.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $759,919,000 | -30.0% | 13,364,740 | 0.0% | 21.33% | -33.0% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $569,728,000 | +1109.7% | 1,510,214 | +1348.2% | 15.99% | +1057.9% |
| JEF | JEFFERIES FINL GROUP INC | $290,010,000 | -15.9% | 10,500,000 | 0.0% | 8.14% | -19.5% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $234,993,000 | +1162.5% | 838,424 | +1533.0% | 6.60% | +1107.9% |
| ASHR | DBX ETF TRxtrack hrvst csi | $112,149,000 | +3.3% | 3,282,089 | 0.0% | 3.15% | -1.2% | |
| CME | CME GROUP INC | $96,587,000 | -13.9% | 471,846 | 0.0% | 2.71% | -17.6% | |
| MCHI | Buy | ISHARES TRmsci china etf | $81,483,000 | +24.9% | 1,460,000 | +18.4% | 2.29% | +19.6% |
| ESGU | New | ISHARES TResg awr msci usa | $74,252,000 | – | 885,000 | +100.0% | 2.08% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $71,123,000 | -9.3% | 646,399 | -0.3% | 2.00% | -13.2% |
| IGSB | Sell | ISHARES TR | $62,273,000 | -21.4% | 1,231,918 | -19.6% | 1.75% | -24.8% |
| GLD | Buy | SPDR GOLD TR | $60,785,000 | +52.4% | 360,826 | +63.5% | 1.71% | +45.8% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $59,375,000 | – | 463,000 | +100.0% | 1.67% | – |
| SQ | BLOCK INCcl a | $55,801,000 | -54.7% | 907,930 | 0.0% | 1.57% | -56.6% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $49,544,000 | -13.1% | 673,054 | -2.9% | 1.39% | -16.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $45,449,000 | -13.5% | 446,976 | -8.9% | 1.28% | -17.3% |
| PFF | Sell | ISHARES TRpfd and incm sec | $41,877,000 | -18.9% | 1,273,620 | -10.2% | 1.18% | -22.4% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $35,809,000 | +13.6% | 410,000 | +34.0% | 1.00% | +8.8% |
| HRB | Buy | BLOCK H & R INC | $32,838,000 | -46.1% | 514,374 | +18.3% | 0.92% | -48.4% |
| MBB | Sell | ISHARES TRmbs etf | $32,547,000 | -9.0% | 333,852 | -4.9% | 0.91% | -13.0% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $32,306,000 | +5.6% | 315,798 | +10.9% | 0.91% | +1.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $27,275,000 | -35.2% | 83,479 | -17.4% | 0.77% | -38.0% |
| BAB | Sell | INVESCO EXCH TRADED FD TR IItaxable mun bd | $23,308,000 | -8.7% | 840,845 | -2.2% | 0.65% | -12.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $21,311,000 | +146.9% | 147,000 | +182.7% | 0.60% | +136.4% |
| MSFT | Sell | MICROSOFT CORP | $20,965,000 | -23.2% | 81,538 | -7.7% | 0.59% | -26.6% |
| SOXX | Buy | ISHARES TRishares semicdtr | $20,099,000 | +22.0% | 57,489 | +65.1% | 0.56% | +16.8% |
| XLB | SELECT SECTOR SPDR TRsbi materials | $19,098,000 | -16.5% | 259,481 | 0.0% | 0.54% | -20.1% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $18,701,000 | -18.7% | 8,549 | +3.8% | 0.52% | -22.1% |
| USO | Buy | UNITED STS OIL FD LPunits | $17,818,000 | +118.1% | 221,760 | +101.2% | 0.50% | +108.3% |
| DBA | Buy | INVESCO DB MULTI-SECTOR COMMagriculture fd | $16,390,000 | +16.7% | 804,242 | +25.3% | 0.46% | +11.7% |
| AAPL | Sell | APPLE INC | $16,357,000 | -32.7% | 119,466 | -13.9% | 0.46% | -35.6% |
| NVDA | Buy | NVIDIA CORPORATION | $16,045,000 | -39.4% | 105,559 | +8.8% | 0.45% | -42.1% |
| SHOP | Buy | SHOPIFY INCcl a | $15,394,000 | -53.3% | 465,780 | +896.7% | 0.43% | -55.3% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $15,123,000 | – | 110,000 | +100.0% | 0.42% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $14,966,000 | +3.3% | 29,137 | +2.6% | 0.42% | -1.2% |
| AVGO | Sell | BROADCOM INC | $14,386,000 | -25.4% | 29,613 | -3.3% | 0.40% | -28.6% |
| AMZN | Buy | AMAZON COM INC | $14,112,000 | -23.9% | 132,408 | +2229.1% | 0.40% | -27.2% |
| QCOM | Buy | QUALCOMM INC | $14,082,000 | -11.8% | 110,237 | +5.5% | 0.40% | -15.6% |
| FB | Sell | META PLATFORMS INCcl a | $13,585,000 | -44.4% | 83,610 | -22.9% | 0.38% | -46.9% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $13,309,000 | +81.5% | 183,275 | +92.4% | 0.37% | +74.0% |
| Buy | ADVANCED MICRO DEVICES INCput | $12,692,000 | +298.6% | 1,565,900 | +118.9% | 0.36% | +282.8% | |
| TDOC | Sell | TELADOC HEALTH INC | $12,326,000 | -67.3% | 358,849 | -30.5% | 0.35% | -68.7% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $11,169,000 | -12.6% | 146,460 | -10.5% | 0.31% | -16.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $10,759,000 | +4.5% | 139,726 | -0.9% | 0.30% | 0.0% |
| INTU | Sell | INTUIT | $10,045,000 | -21.0% | 26,061 | -1.5% | 0.28% | -24.4% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $9,494,000 | -14.9% | 60,290 | +8.5% | 0.27% | -18.7% |
| ZS | Sell | ZSCALER INC | $9,299,000 | -53.5% | 60,010 | -28.0% | 0.26% | -55.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $9,226,000 | -35.9% | 129,096 | +6.2% | 0.26% | -38.6% |
| DHI | Sell | D R HORTON INC | $8,669,000 | -12.8% | 130,974 | -1.8% | 0.24% | -16.5% |
| PFE | Sell | PFIZER INC | $8,601,000 | -13.3% | 164,053 | -14.4% | 0.24% | -17.2% |
| BLK | Buy | BLACKROCK INC | $8,564,000 | -14.9% | 14,061 | +6.8% | 0.24% | -18.6% |
| SNAP | Buy | SNAP INCcl a | $8,381,000 | -56.7% | 600,343 | +14.3% | 0.24% | -58.6% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $8,337,000 | -16.2% | 102,792 | -3.2% | 0.23% | -19.9% |
| GWW | Sell | GRAINGER W W INC | $8,327,000 | -16.0% | 18,324 | -4.6% | 0.23% | -19.6% |
| TIP | Sell | ISHARES TRtips bd etf | $8,070,000 | -25.8% | 70,846 | -18.8% | 0.23% | -29.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,002,000 | -19.7% | 71,059 | -2.8% | 0.22% | -22.9% |
| KO | Sell | COCA COLA CO | $7,982,000 | -12.4% | 126,876 | -13.7% | 0.22% | -16.1% |
| AMGN | Sell | AMGEN INC | $7,913,000 | -2.2% | 32,525 | -2.8% | 0.22% | -6.3% |
| DOCU | Sell | DOCUSIGN INC | $7,889,000 | -56.5% | 129,242 | -23.0% | 0.22% | -58.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $7,424,000 | -6.5% | 102,860 | -1.7% | 0.21% | -10.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $7,335,000 | -3.2% | 30,503 | +0.6% | 0.21% | -7.2% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $7,145,000 | -30.5% | 89,287 | -25.2% | 0.20% | -33.2% |
| VPU | New | VANGUARD WORLD FDSutilities etf | $7,084,000 | – | 46,500 | +100.0% | 0.20% | – |
| EWT | ISHARES INCmsci taiwan etf | $7,059,000 | -17.9% | 140,000 | 0.0% | 0.20% | -21.4% | |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $6,889,000 | – | 43,000 | +100.0% | 0.19% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $6,162,000 | +22.1% | 45,591 | +11.3% | 0.17% | +16.9% |
| SDY | Sell | SPDR SER TRs&p divid etf | $6,051,000 | -14.9% | 51,023 | -8.0% | 0.17% | -18.7% |
| OKTA | Buy | OKTA INCcl a | $5,633,000 | +8.6% | 60,337 | +77.4% | 0.16% | +3.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $5,560,000 | +51.3% | 67,152 | +52.2% | 0.16% | +44.4% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $5,458,000 | +52.9% | 104,551 | +89.2% | 0.15% | +45.7% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $5,411,000 | +1.8% | 224,321 | +10.7% | 0.15% | -2.6% |
| Sell | BLOCK INCput | $5,386,000 | -77.6% | 294,000 | -70.0% | 0.15% | -78.6% | |
| IYE | Buy | ISHARES TRu.s. energy etf | $5,291,000 | -1.8% | 138,727 | +5.4% | 0.15% | -5.7% |
| New | AMAZON COM INCput | $5,282,000 | – | 753,100 | +100.0% | 0.15% | – | |
| SNOW | Buy | SNOWFLAKE INCcl a | $5,075,000 | -4.6% | 35,484 | +54.5% | 0.14% | -9.0% |
| Sell | META PLATFORMS INCput | $4,906,000 | -21.6% | 317,100 | -43.8% | 0.14% | -24.6% | |
| TXN | Sell | TEXAS INSTRS INC | $4,841,000 | -33.0% | 31,506 | -20.0% | 0.14% | -35.8% |
| IYR | Sell | ISHARES TRu.s. real es etf | $4,682,000 | -24.5% | 51,014 | -11.1% | 0.13% | -28.0% |
| Sell | ZSCALER INCput | $4,412,000 | -29.6% | 289,400 | -46.3% | 0.12% | -32.6% | |
| Buy | ZSCALER INCcall | $4,176,000 | +723.7% | 316,400 | +279.8% | 0.12% | +680.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $4,009,000 | -45.0% | 35,835 | -39.8% | 0.11% | -47.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,975,000 | -2.9% | 8,309 | +16.9% | 0.11% | -6.7% |
| Buy | SHOPIFY INCput | $3,950,000 | -76.4% | 835,000 | +556.4% | 0.11% | -77.4% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,882,000 | -0.8% | 55,343 | +5.3% | 0.11% | -5.2% |
| IGV | Sell | ISHARES TRexpanded tech | $3,801,000 | -29.5% | 14,133 | -9.6% | 0.11% | -32.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,604,000 | -11.6% | 20,304 | -11.7% | 0.10% | -15.8% |
| NFLX | Buy | NETFLIX INC | $3,563,000 | -0.7% | 19,978 | +112.5% | 0.10% | -4.8% |
| T | Sell | AT&T INC | $3,471,000 | -16.0% | 165,591 | -5.3% | 0.10% | -19.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,473,000 | -20.5% | 24,168 | -15.3% | 0.10% | -24.2% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $3,450,000 | -33.1% | 52,357 | -8.0% | 0.10% | -35.8% |
| HD | Buy | HOME DEPOT INC | $3,190,000 | -2.2% | 11,630 | +6.7% | 0.09% | -6.2% |
| New | NVIDIA CORPORATIONput | $3,031,000 | – | 209,300 | +100.0% | 0.08% | – | |
| WCLD | Sell | WISDOMTREE TR | $2,938,000 | -37.4% | 104,812 | -8.7% | 0.08% | -40.6% |
| PEP | Sell | PEPSICO INC | $2,705,000 | -1.5% | 16,232 | -1.1% | 0.08% | -6.2% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,645,000 | -24.6% | 31,004 | -13.6% | 0.07% | -28.2% |
| VOO | Buy | VANGUARD INDEX FDS | $2,486,000 | +80.7% | 7,169 | +116.5% | 0.07% | +75.0% |
| PBD | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $2,432,000 | -29.8% | 53,200 | 0.0% | 0.07% | -33.3% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,382,000 | -10.9% | 46,934 | -10.6% | 0.07% | -14.1% |
| Buy | AMAZON COM INCcall | $2,360,000 | +111.5% | 635,000 | +5041.7% | 0.07% | +100.0% | |
| TWLO | Buy | TWILIO INCcl a | $2,334,000 | +31.1% | 26,054 | +146.9% | 0.07% | +26.9% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,326,000 | +11.6% | 9,876 | +20.5% | 0.06% | +6.6% |
| IBB | Sell | ISHARES TRishares biotech | $2,290,000 | -27.8% | 19,465 | -20.0% | 0.06% | -31.2% |
| CSCO | Sell | CISCO SYS INC | $2,110,000 | -32.0% | 49,489 | -11.1% | 0.06% | -35.2% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $2,019,000 | -51.6% | 88,790 | -39.7% | 0.06% | -53.3% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $1,985,000 | +1.1% | 20,837 | +8.0% | 0.06% | -3.4% |
| Buy | BLOCK INCcall | $1,996,000 | +1698.2% | 467,200 | +367.2% | 0.06% | +1766.7% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,919,000 | +269.0% | 24,609 | +464.0% | 0.05% | +260.0% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,827,000 | -36.9% | 45,415 | -16.7% | 0.05% | -40.0% |
| BK | Sell | BANK NEW YORK MELLON CORP | $1,821,000 | -36.4% | 43,663 | -24.3% | 0.05% | -39.3% |
| Buy | SHOPIFY INCcall | $1,813,000 | +1233.1% | 625,000 | +2876.2% | 0.05% | +1175.0% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $1,788,000 | -83.4% | 32,939 | -78.9% | 0.05% | -84.1% |
| Buy | OKTA INCcall | $1,781,000 | +661.1% | 256,000 | +85.1% | 0.05% | +614.3% | |
| GOVT | Buy | ISHARES TRus treas bd etf | $1,737,000 | +130.7% | 72,647 | +142.1% | 0.05% | +122.7% |
| XBI | Sell | SPDR SER TRs&p biotech | $1,696,000 | -31.9% | 22,853 | -17.5% | 0.05% | -34.2% |
| Buy | ADVANCED MICRO DEVICES INCcall | $1,716,000 | +58.4% | 430,000 | +120.5% | 0.05% | +50.0% | |
| WHR | Sell | WHIRLPOOL CORP | $1,654,000 | -18.6% | 10,679 | -9.2% | 0.05% | -23.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,523,000 | +9.1% | 13,259 | +25.4% | 0.04% | +4.9% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $1,483,000 | -52.1% | 6,524 | -35.6% | 0.04% | -53.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,480,000 | -18.8% | 36,900 | -8.5% | 0.04% | -20.8% |
| TSN | Sell | TYSON FOODS INCcl a | $1,470,000 | -22.0% | 17,077 | -18.8% | 0.04% | -25.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,425,000 | +32.2% | 22,952 | +33.7% | 0.04% | +25.0% |
| RH | Sell | RH | $1,423,000 | -41.8% | 5,995 | -18.0% | 0.04% | -44.4% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,402,000 | -18.9% | 7,691 | -6.9% | 0.04% | -23.5% |
| DVY | Buy | ISHARES TRselect divid etf | $1,216,000 | +15.3% | 10,331 | +25.4% | 0.03% | +9.7% |
| F | Buy | FORD MTR CO DEL | $1,207,000 | +905.8% | 104,787 | +1406.9% | 0.03% | +750.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,112,000 | +194.2% | 6,319 | +275.9% | 0.03% | +181.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,113,000 | +7.1% | 498 | +36.1% | 0.03% | +3.3% |
| Buy | META PLATFORMS INCcall | $1,061,000 | +2692.1% | 218,600 | +266.2% | 0.03% | +2900.0% | |
| New | SNOWFLAKE INCcall | $1,042,000 | – | 86,000 | +100.0% | 0.03% | – | |
| SH | Buy | PROSHARES TRshort s&p 500 ne | $986,000 | +45.9% | 59,763 | +24.5% | 0.03% | +40.0% |
| New | ALPHABET INCput | $948,000 | – | 11,000 | +100.0% | 0.03% | – | |
| INDA | ISHARES TRmsci india etf | $903,000 | -11.6% | 22,939 | 0.0% | 0.02% | -16.7% | |
| DIS | Buy | DISNEY WALT CO | $865,000 | +68.3% | 9,047 | +148.2% | 0.02% | +60.0% |
| Buy | CROWDSTRIKE HLDGS INCcall | $813,000 | +225.2% | 43,853 | +241.2% | 0.02% | +228.6% | |
| REET | Buy | ISHARES TRglobal reit etf | $769,000 | +72.0% | 31,785 | +107.7% | 0.02% | +69.2% |
| IHI | Buy | ISHARES TRu.s.med dvc etf | $764,000 | +23.2% | 15,147 | +49.1% | 0.02% | +16.7% |
| OMC | Buy | OMNICOM GROUP INC | $742,000 | +6.2% | 11,661 | +41.7% | 0.02% | 0.0% |
| Sell | OKTA INCput | $750,000 | -84.1% | 115,000 | -67.2% | 0.02% | -84.9% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $725,000 | -5.0% | 7,958 | +13.1% | 0.02% | -9.1% |
| GIS | Sell | GENERAL MLS INC | $687,000 | +8.5% | 9,108 | -2.5% | 0.02% | 0.0% |
| New | APPLE INCput | $661,000 | – | 152,300 | +100.0% | 0.02% | – | |
| CCL | Buy | CARNIVAL CORP | $667,000 | -21.4% | 75,227 | +73.8% | 0.02% | -24.0% |
| Buy | NETFLIX INCcall | $648,000 | +32300.0% | 55,000 | +1000.0% | 0.02% | – | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $646,000 | -11.5% | 23,603 | +24.1% | 0.02% | -14.3% |
| New | SNAP INCcall | $588,000 | – | 595,000 | +100.0% | 0.02% | – | |
| Buy | NVIDIA CORPORATIONcall | $596,000 | -36.3% | 62,720 | +86.1% | 0.02% | -37.0% | |
| MU | New | MICRON TECHNOLOGY INC | $567,000 | – | 10,123 | +100.0% | 0.02% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $553,000 | – | 7,163 | +100.0% | 0.02% | – |
| Sell | TELADOC HEALTH INCcall | $551,000 | +788.7% | 196,803 | -38.8% | 0.02% | +650.0% | |
| Buy | APPLE INCcall | $531,000 | +458.9% | 145,300 | +1617.1% | 0.02% | +400.0% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $509,000 | +155.8% | 3,615 | +140.4% | 0.01% | +133.3% |
| SPLK | Buy | SPLUNK INC | $476,000 | -20.1% | 5,159 | +23.0% | 0.01% | -23.5% |
| Buy | SNOWFLAKE INCput | $477,000 | +536.0% | 47,900 | +379.0% | 0.01% | +550.0% | |
| Sell | TELADOC HEALTH INCput | $417,000 | -68.3% | 115,000 | -20.9% | 0.01% | -69.2% | |
| Sell | CROWDSTRIKE HLDGS INCput | $434,000 | -69.7% | 57,500 | -76.0% | 0.01% | -71.4% | |
| ALB | New | ALBEMARLE CORP | $443,000 | – | 2,091 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE INC | $426,000 | – | 2,495 | +100.0% | 0.01% | – |
| Sell | NETFLIX INCput | $412,000 | -65.7% | 20,000 | -54.5% | 0.01% | -65.7% | |
| IEO | Sell | ISHARES TRus oil gs ex etf | $398,000 | -9.1% | 5,078 | -2.3% | 0.01% | -15.4% |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $373,000 | -11.8% | 11,659 | +29.1% | 0.01% | -16.7% |
| XOM | New | EXXON MOBIL CORP | $356,000 | – | 4,037 | +100.0% | 0.01% | – |
| New | MICROSOFT CORPput | $291,000 | – | 50,000 | +100.0% | 0.01% | – | |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $262,000 | -29.6% | 3,960 | -13.7% | 0.01% | -36.4% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $264,000 | -47.1% | 2,208 | -46.0% | 0.01% | -53.3% |
| CHIQ | GLOBAL X FDSmsci china cnsmr | $208,000 | +19.5% | 8,800 | 0.0% | 0.01% | +20.0% | |
| Sell | SNAP INCput | $215,000 | -82.0% | 140,000 | -52.9% | 0.01% | -82.9% | |
| TSLA | New | TESLA INC | $228,000 | – | 332 | +100.0% | 0.01% | – |
| EAGG | Sell | ISHARES TResg awr us agrgt | $215,000 | -41.4% | 4,386 | -38.2% | 0.01% | -45.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $205,000 | +68.0% | 4,173 | +90.6% | 0.01% | +50.0% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $198,000 | -25.0% | 2,325 | -10.8% | 0.01% | -25.0% |
| New | ALPHABET INCcall | $203,000 | – | 2,000 | +100.0% | 0.01% | – | |
| EWJ | ISHARES INCmsci jpn etf new | $168,000 | -14.3% | 3,179 | 0.0% | 0.01% | -16.7% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $160,000 | -10.6% | 2,579 | -3.4% | 0.00% | -20.0% |
| EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $137,000 | -12.2% | 4,249 | -10.9% | 0.00% | -20.0% |
| New | DISNEY WALT COput | $141,000 | – | 20,000 | +100.0% | 0.00% | – | |
| Sell | DOCUSIGN INCcall | $96,000 | +1271.4% | 20,000 | -50.0% | 0.00% | – | |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $99,000 | – | 184 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN CORP | $96,000 | – | 230 | +100.0% | 0.00% | – |
| REM | Buy | ISHARES TRmortge rel etf | $101,000 | +274.1% | 3,778 | +361.9% | 0.00% | +200.0% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $63,000 | +215.0% | 2,198 | +259.2% | 0.00% | +100.0% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $60,000 | -43.4% | 1,912 | -30.9% | 0.00% | -33.3% |
| Sell | SPLUNK INCput | $84,000 | +1.2% | 15,000 | -36.2% | 0.00% | 0.0% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $80,000 | -17.5% | 1,141 | -8.5% | 0.00% | -33.3% |
| New | SPLUNK INCcall | $56,000 | – | 12,000 | +100.0% | 0.00% | – | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $85,000 | -45.9% | 499 | -34.6% | 0.00% | -60.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $42,000 | -48.8% | 205 | -23.5% | 0.00% | -50.0% |
| AFL | New | AFLAC INC | $19,000 | – | 339 | +100.0% | 0.00% | – |
| EWZ | ISHARES INCmsci brazil etf | $24,000 | -25.0% | 858 | 0.0% | 0.00% | 0.0% | |
| New | MICROSOFT CORPcall | $24,000 | – | 8,600 | +100.0% | 0.00% | – | |
| QUAL | ISHARES TRmsci usa qlt fct | $22,000 | -18.5% | 200 | 0.0% | 0.00% | 0.0% | |
| HEZU | ISHARES TRcur hd eurzn etf | $35,000 | -10.3% | 1,130 | 0.0% | 0.00% | 0.0% | |
| Buy | ZOOM VIDEO COMMUNICATIONS INput | $47,000 | -95.4% | 60,000 | +57.9% | 0.00% | -96.7% | |
| CPRI | CAPRI HOLDINGS LIMITED | $29,000 | -21.6% | 678 | 0.0% | 0.00% | 0.0% | |
| DELTA AIR LINES INC DELcall | $0 | -100.0% | 25,000 | 0.0% | 0.00% | -100.0% | ||
| FCX | New | FREEPORT-MCMORAN INCcl b | $3,000 | – | 106 | +100.0% | 0.00% | – |
| Buy | TESLA INCcall | $8,000 | -96.2% | 1,520 | +35.7% | 0.00% | -100.0% | |
| MRK | Exit | MERCK & CO. INC | $0 | – | -210 | -100.0% | 0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -239 | -100.0% | 0.00% | – |
| New | PAYPAL HLDGS INCcall | $4,000 | – | 45,000 | +100.0% | 0.00% | – | |
| Buy | BARRICK GOLD CORPcall | $1,000 | -97.1% | 37,199 | +89.6% | 0.00% | -100.0% | |
| BOEING COcall | $0 | -100.0% | 5,000 | 0.0% | 0.00% | -100.0% | ||
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -225 | -100.0% | -0.00% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -2,200 | -100.0% | -0.00% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -122 | -100.0% | -0.00% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -159 | -100.0% | -0.00% | – |
| Exit | PAYPAL HLDGS INCput | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | MANDIANT INC | $0 | – | -2,690 | -100.0% | -0.00% | – | |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -96 | -100.0% | -0.00% | – |
| BA | Exit | BOEING CO | $0 | – | -265 | -100.0% | -0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -212 | -100.0% | -0.00% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -584 | -100.0% | -0.00% | – |
| Exit | TWILIO INCput | $0 | – | -10,000 | -100.0% | -0.01% | – | |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -3,080 | -100.0% | -0.01% | – |
| Exit | DOCUSIGN INCput | $0 | – | -47,000 | -100.0% | -0.01% | – | |
| MS | Exit | MORGAN STANLEY | $0 | – | -9,000 | -100.0% | -0.02% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -6,893 | -100.0% | -0.06% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -19,493 | -100.0% | -0.11% | – |
| XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -30,000 | -100.0% | -0.12% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -46,000 | -100.0% | -0.14% | – |
| EWY | Exit | ISHARES INCmsci sth kor etf | $0 | – | -290,000 | -100.0% | -0.61% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -262,000 | -100.0% | -1.22% | – |
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 2022-08-09
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 | 28 | Q3 2023 | 44.8% |
| ISHARES TR | 28 | Q3 2023 | 7.1% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.7% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 0.7% |
| CISCO SYS INC COM | 28 | Q3 2023 | 0.3% |
| PIMCO ETF TR | 28 | Q3 2023 | 0.5% |
| PROSHARES TR | 28 | Q3 2023 | 0.3% |
| VANECK VECTORS ETF TRUST | 28 | Q3 2023 | 0.4% |
| ISHARES TR | 28 | Q3 2023 | 0.1% |
| VANECK VECTORS ETF TRUST | 28 | Q3 2023 | 0.1% |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| 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 |
|---|---|
| 6-K | 2024-03-27 |
| 6-K | 2024-03-27 |
| 6-K | 2024-03-25 |
| 6-K | 2024-03-08 |
| 6-K | 2024-03-05 |
| 6-K | 2024-03-01 |
| 424B2 | 2024-02-28 |
| FWP | 2024-02-28 |
| 424B5 | 2024-02-26 |
| 6-K | 2024-02-20 |
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.