Glass Jacobson Investment Advisors LLC Financial Sector Spdr Transaction History

Glass Jacobson Investment Advisors LLC

$305 Billion
Q4 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 33,901 shares of XLF stock, worth $1.76 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

33,901

Previous 34,931 2.95%

Holding current value

$1.76 Million

Previous $1.58 Billion 3.5%

% of portfolio

0.54%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$44.89 - $51.34 $46,236 - $52,880	-1,030 Reduced 2.95%	33,901 $1.64 Billion
Q3 2024 Nov 15, 2024	SELL	$40.84 - $45.74 $39,533 - $44,276	-968 Reduced 2.7%	34,931 $1.58 Billion
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $35,116 - $37,688	887 Added 2.53%	35,899 $1.48 Billion
Q1 2024 Apr 26, 2024	SELL	$37.27 - $42.12 $36,375 - $41,109	-976 Reduced 2.71%	35,012 $1.47 Billion
Q4 2023 Jan 22, 2024	BUY	$31.45 - $37.72 $34,060 - $40,850	1,083 Added 3.1%	35,988 $1.35 Billion
Q3 2023 Nov 07, 2023	BUY	$33.17 - $35.6 $2,686 - $2,883	81 Added 0.23%	34,905 $1.16 Billion
Q2 2023 Jul 25, 2023	SELL	$31.55 - $33.71 $20,759 - $22,181	-658 Reduced 1.85%	34,824 $1.17 Billion
Q4 2022 Feb 06, 2023	BUY	$30.29 - $36.31 $1.07 Million - $1.29 Million	35,482 New	35,482 $1.21 Billion

Others Institutions Holding XLF

# of Institutions

2,023

Shares Held

752M

Call Options Held

193M

Put Options Held

332M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Glass Jacobson Investment Advisors LLC Financial Sector Spdr Transaction History