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Spdr S&p 500 Etf shares owned by Jacobson & Schmitt Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Jacobson & Schmitt Advisors from 13F filings

Historical chart of Jacobson & Schmitt Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Jacobson & Schmitt Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Jacobson & Schmitt Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 400 573.76
2024-06-30 $218k 400 544.22
2018-03-31 $60k 229 262.01
2017-03-31 $298k 1.3k 235.57

More positions owned by Jacobson & Schmitt Advisors

Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Danaher Corporation (DHR)
Vanguard Bd Index Fds Intermed Term (BIV)
Amphenol Corp Cl A (APH)
Firstservice Corp (FSV)
Kinsale Cap Group (KNSL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Cdw (CDW)
The Trade Desk Com Cl A (TTD)
Costco Wholesale Corporation (COST)
Csw Industrials (CSWI)
FedEx Corporation (FDX)
Blackstone Group Inc Com Cl A (BX)
Goosehead Ins Com Cl A (GSHD)

View all positions for Jacobson & Schmitt Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf