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Financial Select Sector SPDR shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Glass Jacobson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 35k 45.32
2024-06-30 $1.5M 36k 41.11
2024-03-31 $1.5M 35k 42.12
2023-12-31 $1.4M 36k 37.60
2023-09-30 $1.2M 35k 33.17
2023-06-30 $1.2M 35k 33.71
2022-12-31 $1.2M 36k 34.20

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR