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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

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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
2025-09-30 $3.3M 24k 139.17
2025-06-30 $3.2M 24k 134.79
2025-03-31 $3.5M 24k 146.01
2024-12-31 $3.3M 24k 137.57
2024-09-30 $3.7M 24k 154.02
2024-06-30 $3.4M 24k 145.75
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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
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)
Ishares Tr Select Divid Etf (DVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Jackson, Grant Investment Advisers

Top funds holding Health Care SPDR

Jpmorgan Chase & Co
Morgan Stanley
Jane Street
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
Citadel Advisors
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services

View all funds holding Health Care SPDR