Theory Financial »

Global X Fds shares owned by Theory Financial

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Theory Financial from 13F filings

Historical chart of Theory Financial investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Theory Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $875k 12k 76.18
2025-09-30 $750k 11k 67.15

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Simplify Exchange Traded Fun Managed Futures (CTA)

View all positions for Theory Financial

Top funds holding Global X Fds

LPL Financial
Mirae Asset Global Etfs Holdings
Jpmorgan Chase & Co
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Thrivent Financial for Lutherans
Sofi Wealth
Advisor Group Holdings
Envestnet Asset Management
Parkway Wealth Management Group
Merit Financial Group
Raymond James Financial
Resources Investment Advisors
Sanctuary Advisors
Cetera Investment Advisers

View all funds holding Global X Fds