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Health Care SPDR shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care 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 Health Care SPDR by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 24k 147.73
2023-12-31 $3.3M 25k 136.38
2023-09-30 $3.2M 25k 128.74
2023-06-30 $3.3M 25k 132.73
2023-03-31 $3.2M 25k 129.46
2022-12-31 $3.4M 25k 135.85
2022-09-30 $3.0M 25k 121.12
2022-06-30 $3.1M 25k 128.25
2022-03-31 $3.4M 25k 137.00
2021-12-31 $3.4M 24k 140.91
2021-09-30 $3.1M 24k 127.30
2021-06-30 $3.2M 25k 125.94
2021-03-31 $3.1M 27k 116.73
2020-12-31 $3.0M 27k 113.44
2020-09-30 $3.0M 28k 105.48
2020-06-30 $2.8M 28k 100.08
2020-03-31 $2.6M 29k 88.59
2019-12-31 $2.9M 29k 101.86
2019-09-30 $2.8M 31k 90.13
2019-06-30 $2.9M 31k 92.65
2019-03-31 $3.1M 34k 91.74
2018-12-31 $2.9M 34k 86.50
2018-09-30 $3.3M 35k 95.16
2018-06-30 $2.8M 33k 83.47
2018-03-31 $2.8M 35k 81.40
2017-12-31 $2.9M 35k 82.69
2017-09-30 $2.7M 33k 81.74
2017-06-30 $2.7M 34k 79.24
2017-03-31 $2.5M 34k 74.36
2016-12-31 $2.4M 35k 68.94
2016-09-30 $2.5M 35k 72.10
2016-06-30 $2.6M 36k 71.71
2016-03-31 $2.5M 37k 67.79
2015-12-31 $2.3M 32k 72.02

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 Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James & Associates
UBS Group
Goldman Sachs Group
Janney Montgomery Scott
Susquehanna International
Branch Banking & Trust Company
Royal Bank of Canada
WestEnd Advisors
Citadel Advisors
Citigroup

View all funds holding Health Care SPDR