SUMITOMO MITSUI FINANCIAL GROUP, INC.

			Value		Shares		↓ Weighting
EMQQ	Exit	EXCHANGE TRADED CONCEPTS TRemqq em intern	$0	–	-164	-100.0%	0.00%	–
	Exit	MCDONALDS CORPcall	$0	–	-581	-100.0%	0.00%	–
	Exit	SHOPIFY INCcall	$0	–	-24,000	-100.0%	0.00%	–
	Exit	COSTCO WHSL CORP NEWcall	$0	–	-500	-100.0%	0.00%	–
FCX	Exit	FREEPORT-MCMORAN INCcl b	$0	–	-106	-100.0%	0.00%	–
ZM	Exit	ZOOM VIDEO COMMUNICATIONS INcl a	$0	–	-158	-100.0%	0.00%	–
	Exit	DOCUSIGN INCcall	$0	–	-20,000	-100.0%	0.00%	–
SPLK	Exit	SPLUNK INC	$0	–	-3	-100.0%	0.00%	–
	Exit	TWILIO INCcall	$0	–	-10,000	-100.0%	0.00%	–
	Exit	APPLE INCcall	$0	–	-920	-100.0%	0.00%	–
	Exit	COCA COLA COcall	$0	–	-2,230	-100.0%	0.00%	–
	Exit	MICROSOFT CORPcall	$0	–	-6,900	-100.0%	0.00%	–
XLF	Exit	SELECT SECTOR SPDR TRfinancial	$0	–	-250	-100.0%	0.00%	–
	Exit	NETFLIX INCcall	$0	–	-961	-100.0%	0.00%	–
	Exit	PAYPAL HLDGS INCcall	$0	–	-21,280	-100.0%	0.00%	–
	Exit	VISA INCcall	$0	–	-5,000	-100.0%	0.00%	–
	Exit	SPLUNK INCput	$0	–	-15,000	-100.0%	0.00%	–
	Exit	CROWDSTRIKE HLDGS INCcall	$0	–	-8,000	-100.0%	0.00%	–
	Exit	OKTA INCcall	$0	–	-15,000	-100.0%	0.00%	–
ISRG	Exit	INTUITIVE SURGICAL INC	$0	–	-28	-100.0%	0.00%	–
IWM	Exit	ISHARES TRrussell 2000 etf	$0	–	-17	-100.0%	0.00%	–
	Exit	BOEING COcall	$0	–	-4,537	-100.0%	-0.00%	–
	Exit	AMAZON COM INCput	$0	–	-3,000	-100.0%	-0.00%	–
ADBE	Exit	ADOBE INC	$0	–	-45	-100.0%	-0.00%	–
	Exit	ALPHABET INCcall	$0	–	-18,000	-100.0%	-0.00%	–
EWZ	Exit	ISHARES INCmsci brazil etf	$0	–	-563	-100.0%	-0.00%	–
HEZU	Exit	ISHARES TRcur hd eurzn etf	$0	–	-1,130	-100.0%	-0.00%	–
	Exit	SNOWFLAKE INCcall	$0	–	-3,500	-100.0%	-0.00%	–
	Exit	APPLE INCput	$0	–	-4,000	-100.0%	-0.00%	–
MU	Exit	MICRON TECHNOLOGY INC	$0	–	-475	-100.0%	-0.00%	–
	Exit	AMAZON COM INCcall	$0	–	-8,153	-100.0%	-0.00%	–
FXI	Exit	ISHARES TRchina lg-cap etf	$0	–	-1,002	-100.0%	-0.00%	–
CPRI	Exit	CAPRI HOLDINGS LIMITED	$0	–	-678	-100.0%	-0.00%	–
	Exit	META PLATFORMS INCcall	$0	–	-1,249	-100.0%	-0.00%	–
	Exit	CROWDSTRIKE HLDGS INCput	$0	–	-13,000	-100.0%	-0.00%	–
XSOE	Exit	WISDOMTREE TRem ex st-owned	$0	–	-2,351	-100.0%	-0.00%	–
USMV	Exit	ISHARES TRmsci usa min vol	$0	–	-949	-100.0%	-0.00%	–
	Exit	ALPHABET INCcall	$0	–	-11,697	-100.0%	-0.00%	–
SPLV	Exit	INVESCO EXCH TRADED FD TR IIs&p500 low vol	$0	–	-1,056	-100.0%	-0.00%	–
	Exit	MICROSOFT CORPput	$0	–	-2,500	-100.0%	-0.00%	–
	Exit	SHOPIFY INCput	$0	–	-15,000	-100.0%	-0.00%	–
IEI	Exit	ISHARES TR3 7 yr treas bd	$0	–	-622	-100.0%	-0.00%	–
REM	Exit	ISHARES TRmortge rel etf	$0	–	-4,646	-100.0%	-0.00%	–
EAGG	Exit	ISHARES TResg awr us agrgt	$0	–	-2,196	-100.0%	-0.00%	–
XOM	Exit	EXXON MOBIL CORP	$0	–	-885	-100.0%	-0.00%	–
	Exit	SALESFORCE INCput	$0	–	-5,000	-100.0%	-0.00%	–
ESGV	Exit	VANGUARD WORLD FDesg us stk etf	$0	–	-1,807	-100.0%	-0.00%	–
RH	Exit	RH	$0	–	-485	-100.0%	-0.00%	–
DAL	Exit	DELTA AIR LINES INC DEL	$0	–	-5,138	-100.0%	-0.01%	–
TWLO	Exit	TWILIO INCcl a	$0	–	-2,999	-100.0%	-0.01%	–
EWJ	Exit	ISHARES INCmsci jpn etf new	$0	–	-3,179	-100.0%	-0.01%	–
	Exit	ADVANCED MICRO DEVICES INCcall	$0	–	-48,053	-100.0%	-0.01%	–
VT	Exit	VANGUARD INTL EQUITY INDEX Ftt wrld st etf	$0	–	-2,325	-100.0%	-0.01%	–
GDXJ	Exit	VANECK ETF TRUSTjunior gold mine	$0	–	-6,747	-100.0%	-0.01%	–
CHIQ	Exit	GLOBAL X FDSmsci china cnsmr	$0	–	-12,000	-100.0%	-0.01%	–
MA	Exit	MASTERCARD INCORPORATEDcl a	$0	–	-600	-100.0%	-0.01%	–
	Exit	NVIDIA CORPORATIONcall	$0	–	-3,189	-100.0%	-0.01%	–
	Exit	ZSCALER INCcall	$0	–	-69,789	-100.0%	-0.01%	–
IEO	Exit	ISHARES TRus oil gs ex etf	$0	–	-3,827	-100.0%	-0.01%	–
DIS	Exit	DISNEY WALT CO	$0	–	-5,494	-100.0%	-0.01%	–
	Exit	PIXIE DUST TECHNOLOGIES INC	$0	–	-56,400	-100.0%	-0.02%	–
HRB	Exit	BLOCK H & R INC	$0	–	-11,003	-100.0%	-0.02%	–
DOCU	Exit	DOCUSIGN INC	$0	–	-12,540	-100.0%	-0.02%	–
IEMG	Exit	ISHARES INCcore msci emkt	$0	–	-12,382	-100.0%	-0.02%	–
GDX	Exit	VANECK ETF TRUSTgold miners etf	$0	–	-23,068	-100.0%	-0.02%	–
VNQ	Exit	VANGUARD INDEX FDSreal estate etf	$0	–	-8,709	-100.0%	-0.02%	–
CCL	Exit	CARNIVAL CORP	$0	–	-44,092	-100.0%	-0.02%	–
TDOC	Exit	TELADOC HEALTH INC	$0	–	-37,664	-100.0%	-0.02%	–
VCR	Exit	VANGUARD WORLD FDSconsum dis etf	$0	–	-2,757	-100.0%	-0.02%	–
SNOW	Exit	SNOWFLAKE INCcl a	$0	–	-5,340	-100.0%	-0.03%	–
SH	Exit	PROSHARES TRshort s&p 500 ne	$0	–	-59,544	-100.0%	-0.03%	–
INDA	Exit	ISHARES TRmsci india etf	$0	–	-20,301	-100.0%	-0.03%	–
OMC	Exit	OMNICOM GROUP INC	$0	–	-12,625	-100.0%	-0.03%	–
DVY	Exit	ISHARES TRselect divid etf	$0	–	-8,783	-100.0%	-0.03%	–
VZ	Exit	VERIZON COMMUNICATIONS INC	$0	–	-29,368	-100.0%	-0.03%	–
XLC	Exit	SELECT SECTOR SPDR TR	$0	–	-14,694	-100.0%	-0.03%	–
SNAP	Exit	SNAP INCcl a	$0	–	-116,658	-100.0%	-0.03%	–
KMB	Exit	KIMBERLY-CLARK CORP	$0	–	-8,399	-100.0%	-0.03%	–
WHR	Exit	WHIRLPOOL CORP	$0	–	-7,811	-100.0%	-0.03%	–
ITW	Exit	ILLINOIS TOOL WKS INC	$0	–	-4,754	-100.0%	-0.04%	–
CRM	Exit	SALESFORCE INC	$0	–	-5,313	-100.0%	-0.04%	–
IHI	Exit	ISHARES TRu.s.med dvc etf	$0	–	-23,366	-100.0%	-0.04%	–
PAVE	Exit	GLOBAL X FDSus infr dev etf	$0	–	-37,903	-100.0%	-0.04%	–
EMB	Exit	ISHARES TRjpmorgan usd emg	$0	–	-13,896	-100.0%	-0.04%	–
CRWD	Exit	CROWDSTRIKE HLDGS INCcl a	$0	–	-7,609	-100.0%	-0.04%	–
EEM	Exit	ISHARES TRmsci emg mkt etf	$0	–	-34,757	-100.0%	-0.04%	–
MDLZ	Exit	MONDELEZ INTL INCcl a	$0	–	-19,176	-100.0%	-0.04%	–
GIS	Exit	GENERAL MLS INC	$0	–	-20,681	-100.0%	-0.04%	–
REET	Exit	ISHARES TRglobal reit etf	$0	–	-64,400	-100.0%	-0.04%	–
GOOGL	Exit	ALPHABET INCcap stk cl a	$0	–	-10,299	-100.0%	-0.04%	–
BK	Exit	BANK NEW YORK MELLON CORP	$0	–	-37,284	-100.0%	-0.05%	–
SYY	Exit	SYSCO CORP	$0	–	-25,104	-100.0%	-0.05%	–
XBI	Exit	SPDR SER TRs&p biotech	$0	–	-23,462	-100.0%	-0.06%	–
SCHD	Exit	SCHWAB STRATEGIC TRus dividend eq	$0	–	-25,127	-100.0%	-0.06%	–
SHV	Exit	ISHARES TRshort treas bd	$0	–	-16,217	-100.0%	-0.06%	–
IBB	Exit	ISHARES TRishares biotech	$0	–	-15,029	-100.0%	-0.06%	–
BOND	Exit	PIMCO ETF TRactive bd etf	$0	–	-21,178	-100.0%	-0.06%	–
T	Exit	AT&T INC	$0	–	-130,431	-100.0%	-0.06%	–
VHT	Exit	VANGUARD WORLD FDShealth car etf	$0	–	-9,498	-100.0%	-0.07%	–
QCLN	Exit	FIRST TR EXCHANGE-TRADED FDnas clnedg green	$0	–	-53,136	-100.0%	-0.07%	–
SKYY	Exit	FIRST TR EXCHANGE TRADED FD	$0	–	-31,236	-100.0%	-0.08%	–
CIBR	Exit	FIRST TR EXCHANGE TRADED FDnasdaq cyb etf	$0	–	-51,761	-100.0%	-0.08%	–
WCLD	Exit	WISDOMTREE TR	$0	–	-86,942	-100.0%	-0.08%	–
PYPL	Exit	PAYPAL HLDGS INC	$0	–	-47,991	-100.0%	-0.09%	–
JNJ	Exit	JOHNSON & JOHNSON	$0	–	-18,751	-100.0%	-0.09%	–
SDY	Exit	SPDR SER TRs&p divid etf	$0	–	-26,347	-100.0%	-0.10%	–
CSCO	Exit	CISCO SYS INC	$0	–	-58,895	-100.0%	-0.10%	–
PG	Exit	PROCTER AND GAMBLE CO	$0	–	-21,623	-100.0%	-0.10%	–
TIP	Exit	ISHARES TRtips bd etf	$0	–	-31,252	-100.0%	-0.10%	–
OKTA	Exit	OKTA INCcl a	$0	–	-40,429	-100.0%	-0.11%	–
PEP	Exit	PEPSICO INC	$0	–	-20,370	-100.0%	-0.11%	–
TXN	Exit	TEXAS INSTRS INC	$0	–	-21,963	-100.0%	-0.11%	–
IGV	Exit	ISHARES TRexpanded tech	$0	–	-10,302	-100.0%	-0.11%	–
VCIT	Exit	VANGUARD SCOTTSDALE FDSint-term corp	$0	–	-50,772	-100.0%	-0.12%	–
HD	Exit	HOME DEPOT INC	$0	–	-13,242	-100.0%	-0.13%	–
PFE	Exit	PFIZER INC	$0	–	-123,125	-100.0%	-0.13%	–
COST	Exit	COSTCO WHSL CORP NEW	$0	–	-8,131	-100.0%	-0.15%	–
NFLX	Exit	NETFLIX INC	$0	–	-12,460	-100.0%	-0.15%	–
XLU	Exit	SELECT SECTOR SPDR TRsbi int-utils	$0	–	-83,806	-100.0%	-0.16%	–
IYE	Exit	ISHARES TRu.s. energy etf	$0	–	-108,861	-100.0%	-0.17%	–
IYR	Exit	ISHARES TRu.s. real es etf	$0	–	-73,164	-100.0%	-0.18%	–
VOO	Exit	VANGUARD INDEX FDS	$0	–	-14,604	-100.0%	-0.18%	–
QCOM	Exit	QUALCOMM INC	$0	–	-53,208	-100.0%	-0.19%	–
VCLT	Exit	VANGUARD SCOTTSDALE FDSlg-term cor bd	$0	–	-88,280	-100.0%	-0.20%	–
SHOP	Exit	SHOPIFY INCcl a	$0	–	-119,859	-100.0%	-0.20%	–
VCSH	Exit	VANGUARD SCOTTSDALE FDSshrt trm corp bd	$0	–	-87,407	-100.0%	-0.21%	–
ZS	Exit	ZSCALER INC	$0	–	-46,911	-100.0%	-0.23%	–
ADM	Exit	ARCHER DANIELS MIDLAND CO	$0	–	-98,753	-100.0%	-0.24%	–
FSLR	Exit	FIRST SOLAR INC	$0	–	-47,483	-100.0%	-0.25%	–
KO	Exit	COCA COLA CO	$0	–	-140,051	-100.0%	-0.25%	–
SHY	Exit	ISHARES TR1 3 yr treas bd	$0	–	-97,562	-100.0%	-0.25%	–
VGT	Exit	VANGUARD WORLD FDSinf tech etf	$0	–	-19,187	-100.0%	-0.26%	–
SJNK	Exit	SPDR SER TRbloomberg sht te	$0	–	-337,296	-100.0%	-0.27%	–
JBHT	Exit	HUNT J B TRANS SVCS INC	$0	–	-48,464	-100.0%	-0.29%	–
BLK	Exit	BLACKROCK INC	$0	–	-14,202	-100.0%	-0.30%	–
GOVT	Exit	ISHARES TRus treas bd etf	$0	–	-418,149	-100.0%	-0.30%	–
GWW	Exit	GRAINGER W W INC	$0	–	-14,167	-100.0%	-0.32%	–
BMY	Exit	BRISTOL-MYERS SQUIBB CO	$0	–	-170,520	-100.0%	-0.32%	–
APD	Exit	AIR PRODS & CHEMS INC	$0	–	-36,647	-100.0%	-0.33%	–
JPM	Exit	JPMORGAN CHASE & CO	$0	–	-75,956	-100.0%	-0.36%	–
DHI	Exit	D R HORTON INC	$0	–	-102,934	-100.0%	-0.36%	–
AMGN	Exit	AMGEN INC	$0	–	-41,652	-100.0%	-0.36%	–
INTU	Exit	INTUIT	$0	–	-24,351	-100.0%	-0.40%	–
XLB	Exit	SELECT SECTOR SPDR TRsbi materials	$0	–	-184,122	-100.0%	-0.47%	–
UNH	Exit	UNITEDHEALTH GROUP INC	$0	–	-30,392	-100.0%	-0.49%	–
QQQ	Exit	INVESCO QQQ TRunit ser 1	$0	–	-43,092	-100.0%	-0.50%	–
AAPL	Exit	APPLE INC	$0	–	-96,558	-100.0%	-0.53%	–
AMD	Exit	ADVANCED MICRO DEVICES INC	$0	–	-163,063	-100.0%	-0.54%	–
TLT	Exit	ISHARES TR20 yr tr bd etf	$0	–	-189,744	-100.0%	-0.54%	–
FB	Exit	META PLATFORMS INCcl a	$0	–	-60,657	-100.0%	-0.59%	–
AVGO	Exit	BROADCOM INC	$0	–	-22,481	-100.0%	-0.60%	–
BAB	Exit	INVESCO EXCH TRADED FD TR IItaxable mun bd	$0	–	-755,191	-100.0%	-0.62%	–
MSFT	Exit	MICROSOFT CORP	$0	–	-67,767	-100.0%	-0.69%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-167,854	-100.0%	-0.71%	–
PFF	Exit	ISHARES TRpfd and incm sec	$0	–	-795,741	-100.0%	-0.77%	–
XLP	Exit	SELECT SECTOR SPDR TRsbi cons stpls	$0	–	-388,916	-100.0%	-0.86%	–
NVDA	Exit	NVIDIA CORPORATION	$0	–	-64,659	-100.0%	-0.90%	–
MBB	Exit	ISHARES TRmbs etf	$0	–	-326,285	-100.0%	-0.93%	–
AMZN	Exit	AMAZON COM INC	$0	–	-289,490	-100.0%	-1.18%	–
SPY	Exit	SPDR S&P 500 ETF TRtr unit	$0	–	-92,362	-100.0%	-1.27%	–
SQ	Exit	BLOCK INCcl a	$0	–	-907,930	-100.0%	-1.29%	–
HYG	Exit	ISHARES TRiboxx hi yd etf	$0	–	-604,506	-100.0%	-1.44%	–
XLI	Exit	SELECT SECTOR SPDR TRindl	$0	–	-453,000	-100.0%	-1.48%	–
GLD	Exit	SPDR GOLD TR	$0	–	-270,690	-100.0%	-1.49%	–
IGSB	Exit	ISHARES TR	$0	–	-981,735	-100.0%	-1.58%	–
IEF	Exit	ISHARES TR7-10 yr trsy bd	$0	–	-547,294	-100.0%	-1.61%	–
SOXX	Exit	ISHARES TRishares semicdtr	$0	–	-134,999	-100.0%	-2.06%	–
CME	Exit	CME GROUP INC	$0	–	-471,846	-100.0%	-3.04%	–
ESGU	Exit	ISHARES TResg awr msci usa	$0	–	-1,067,000	-100.0%	-3.23%	–
LQD	Exit	ISHARES TRiboxx inv cp etf	$0	–	-2,044,581	-100.0%	-6.72%	–
AGG	Exit	ISHARES TRcore us aggbd et	$0	–	-3,103,119	-100.0%	-9.40%	–
ARES	Exit	ARES MANAGEMENT CORPORATION	$0	–	-13,364,740	-100.0%	-44.27%	–

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)

SUMITOMO MITSUI FINANCIAL GROUP, INC. Q4 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	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	2024-06-12
6-K	2024-06-03
6-K	2024-05-30
6-K	2024-05-15
6-K	2024-05-15
6-K	2024-05-15
6-K	2024-05-15
6-K	2024-05-15
6-K	2024-05-15
13F-HR	2024-05-13

View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete filings history.

All filings

View complete filings history.

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Export SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holdings

SUMITOMO MITSUI FINANCIAL GROUP, INC. - Q4 2023 holdings

Top long-term holdings

Latest significant ownerships (13-D/G)

Latest filings

All filings