Utilities SPDR shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 12k | 87.21 |
| 2025-06-30 | $943k | 12k | 81.66 |
| 2025-03-31 | $907k | 12k | 78.85 |
| 2024-12-31 | $868k | 12k | 75.69 |
| 2024-09-30 | $956k | 12k | 80.78 |
| 2024-06-30 | $803k | 12k | 68.14 |
| 2024-03-31 | $770k | 12k | 65.65 |
| 2023-12-31 | $765k | 12k | 63.33 |
| 2023-09-30 | $707k | 12k | 58.93 |
| 2023-06-30 | $793k | 12k | 65.44 |
| 2023-03-31 | $818k | 12k | 67.69 |
| 2022-12-31 | $847k | 12k | 70.50 |
| 2022-09-30 | $783k | 12k | 65.50 |
| 2022-06-30 | $835k | 12k | 70.15 |
| 2022-03-31 | $881k | 12k | 74.44 |
| 2021-12-31 | $843k | 12k | 71.57 |
| 2021-09-30 | $748k | 12k | 63.88 |
| 2021-06-30 | $738k | 12k | 63.22 |
| 2021-03-31 | $978k | 15k | 64.03 |
| 2020-12-31 | $1.0M | 16k | 62.71 |
| 2020-09-30 | $946k | 16k | 59.35 |
| 2020-06-30 | $895k | 16k | 56.43 |
| 2020-03-31 | $581k | 11k | 55.43 |
| 2019-12-31 | $671k | 10k | 64.61 |
| 2019-09-30 | $645k | 10k | 64.75 |
| 2019-06-30 | $591k | 9.9k | 59.67 |
| 2019-03-31 | $573k | 9.8k | 58.20 |
| 2018-12-31 | $514k | 9.7k | 52.95 |
| 2018-09-30 | $506k | 9.6k | 52.70 |
| 2018-06-30 | $516k | 9.9k | 52.01 |
| 2018-03-31 | $498k | 9.9k | 50.53 |
| 2017-12-31 | $574k | 11k | 52.67 |
| 2017-09-30 | $574k | 11k | 53.06 |
| 2017-06-30 | $554k | 11k | 51.97 |
| 2017-03-31 | $553k | 11k | 51.31 |
| 2016-12-31 | $520k | 11k | 48.53 |
| 2016-09-30 | $639k | 13k | 49.01 |
| 2016-06-30 | $750k | 14k | 52.47 |
| 2016-03-31 | $604k | 12k | 49.61 |
| 2015-12-31 | $290k | 6.7k | 43.27 |
More positions owned by Jackson, Grant Investment Advisers
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