Financial Select Sector SPDR shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 239k | 53.87 |
| 2025-06-30 | $12M | 237k | 52.37 |
| 2025-03-31 | $11M | 211k | 49.81 |
| 2024-12-31 | $9.5M | 197k | 48.33 |
| 2024-09-30 | $7.8M | 171k | 45.32 |
| 2024-06-30 | $6.1M | 148k | 41.11 |
| 2024-03-31 | $5.6M | 134k | 42.12 |
| 2023-12-31 | $5.0M | 132k | 37.60 |
| 2023-09-30 | $4.4M | 133k | 33.17 |
| 2023-06-30 | $4.6M | 135k | 33.71 |
| 2023-03-31 | $4.7M | 147k | 32.15 |
| 2022-12-31 | $5.4M | 158k | 34.20 |
| 2022-09-30 | $5.3M | 175k | 30.36 |
| 2022-06-30 | $5.5M | 176k | 31.45 |
| 2022-03-31 | $6.2M | 168k | 37.11 |
| 2021-12-31 | $5.5M | 140k | 39.05 |
| 2021-09-30 | $4.6M | 122k | 37.53 |
| 2021-06-30 | $3.7M | 100k | 36.69 |
| 2021-03-31 | $2.3M | 66k | 34.05 |
| 2020-12-31 | $1.7M | 58k | 29.48 |
| 2020-09-30 | $1.3M | 56k | 24.08 |
| 2020-06-30 | $1.3M | 56k | 23.13 |
| 2020-03-31 | $797k | 38k | 20.83 |
| 2019-12-31 | $1.3M | 41k | 30.77 |
| 2019-09-30 | $1.1M | 41k | 27.99 |
| 2019-06-30 | $1.3M | 49k | 27.60 |
| 2019-03-31 | $1.2M | 46k | 25.71 |
| 2018-12-31 | $1.3M | 55k | 24.49 |
| 2018-09-30 | $379k | 14k | 27.61 |
| 2018-06-30 | $365k | 14k | 26.61 |
| 2018-03-31 | $206k | 7.5k | 27.62 |
| 2016-12-31 | $142k | 6.1k | 23.31 |
| 2016-09-30 | $118k | 6.1k | 19.37 |
| 2016-06-30 | $161k | 7.0k | 22.85 |
| 2016-03-31 | $159k | 7.0k | 22.57 |
| 2015-12-31 | $152k | 6.4k | 23.80 |
| 2015-09-30 | $124k | 5.5k | 22.60 |
| 2015-06-30 | $134k | 5.5k | 24.43 |
| 2015-03-31 | $132k | 5.5k | 24.06 |
| 2014-12-31 | $15k | 600 | 25.00 |
| 2014-03-31 | $31k | 400 | 77.50 |
| 2013-12-31 | $164k | 7.5k | 21.87 |
| 2013-09-30 | $149k | 7.5k | 19.87 |
| 2013-06-30 | $146k | 7.5k | 19.47 |
| 2013-03-31 | $137k | 7.5k | 18.27 |
| 2012-12-31 | $123k | 7.5k | 16.40 |