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Financial Select Sector SPDR shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 28k 42.12
2023-12-31 $1.1M 29k 37.60
2023-09-30 $948k 29k 33.17
2023-06-30 $978k 29k 33.71
2023-03-31 $931k 29k 32.15
2022-12-31 $1.1M 33k 34.20
2022-09-30 $979k 32k 30.37
2022-06-30 $1.0M 33k 31.44
2022-03-31 $1.2M 32k 38.31
2021-12-31 $1.3M 32k 39.04
2021-09-30 $1.2M 32k 37.53
2021-06-30 $1.2M 32k 36.70
2021-03-31 $1.1M 32k 34.04
2020-12-31 $945k 32k 29.49
2020-09-30 $790k 33k 24.06
2020-06-30 $854k 37k 23.15
2020-03-31 $840k 40k 20.81
2019-12-31 $1.2M 39k 30.79
2019-09-30 $1.1M 41k 28.01
2019-06-30 $1.3M 47k 27.60
2019-03-31 $1.4M 56k 25.70
2018-12-31 $1.4M 60k 23.82
2018-09-30 $1.8M 65k 27.59
2018-06-30 $1.7M 64k 26.59
2018-03-31 $1.7M 63k 27.57
2017-12-31 $1.8M 63k 27.91
2017-09-30 $1.6M 63k 25.86
2017-06-30 $1.7M 68k 24.67
2017-03-31 $1.6M 68k 23.73
2016-12-31 $1.5M 64k 23.24
2016-09-30 $12k 606 19.80
2016-06-30 $14k 602 23.26
2016-03-31 $13k 599 21.70
2015-12-31 $1.2M 49k 23.83

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
UBS Group
Morgan Stanley
Citigroup
Barclays
Royal Bank of Canada
Citadel Advisors
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR