Ownership history in JSF Financial, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in SPDR SER TR (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 40,295 | +353 | +0.9% | 0.67% | $3.2M | $80.02 |
| 2025 Q3 | REDUCED | 39,942 | -1,581 | -3.8% | 0.69% | $3.1M | $77.92 |
| 2025 Q2 | ADDED | 41,523 | +1,536 | +3.8% | 0.72% | $3.0M | $72.08 |
| 2025 Q1 | REDUCED | 39,987 | -5,432 | -12.0% | 0.69% | $2.6M | $65.01 |
| 2024 Q4 | ADDED | 45,419 | +482 | +1.1% | 0.84% | $3.1M | $67.93 |
| 2024 Q3 | ADDED | 44,937 | +1,765 | +4.1% | 0.88% | $3.0M | $66.30 |
| 2024 Q2 | REDUCED | 43,172 | -65,205 | -60.2% | 0.85% | $2.8M | $62.65 |
| 2024 Q1 | ADDED | 108,377 | +8,410 | +8.4% | 2.09% | $6.7M | $60.02 |
| 2023 Q4 | ADDED | 99,967 | +7,657 | +8.3% | 1.94% | $5.6M | $54.35 |
| 2023 Q3 | ADDED | 92,310 | +17,331 | +23.1% | 1.80% | $4.6M | $48.67 |
As of 2025 Q4 — sorted by position size