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Consumer Discretionary SPDR shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in Consumer Discretionary SPDR

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All positions including Consumer Discretionary 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 Consumer Discretionary SPDR by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 16k 239.64
2025-06-30 $3.5M 16k 217.33
2025-03-31 $3.5M 18k 197.46
2024-12-31 $4.2M 19k 224.35
2024-09-30 $3.8M 19k 200.37
2024-06-30 $3.7M 20k 182.40
2024-03-31 $3.7M 20k 183.89
2023-12-31 $3.7M 21k 178.81
2023-09-30 $3.3M 21k 160.98
2023-06-30 $3.5M 21k 169.81
2023-03-31 $3.1M 21k 149.54
2022-12-31 $2.7M 21k 129.16
2022-09-30 $3.0M 21k 142.47
2022-06-30 $3.0M 22k 137.49
2022-03-31 $4.1M 22k 185.01
2021-12-31 $4.5M 22k 204.45
2021-09-30 $3.9M 22k 179.43
2021-06-30 $4.1M 23k 178.57
2021-03-31 $4.0M 24k 168.06
2020-12-31 $3.8M 24k 160.79
2020-09-30 $3.8M 26k 146.97
2020-06-30 $3.3M 26k 127.72
2020-03-31 $2.6M 26k 98.08
2019-12-31 $3.4M 27k 125.42
2019-09-30 $3.5M 29k 120.69
2019-06-30 $3.5M 30k 119.21
2019-03-31 $3.6M 31k 113.84
2018-12-31 $3.3M 34k 99.01
2018-09-30 $4.1M 35k 117.21
2018-06-30 $3.6M 33k 109.30
2018-03-31 $3.5M 35k 101.28
2017-12-31 $3.4M 35k 98.68
2017-09-30 $3.1M 35k 90.08
2017-06-30 $3.2M 35k 89.64
2017-03-31 $3.1M 36k 87.96
2016-12-31 $2.9M 36k 81.40
2016-09-30 $2.8M 35k 80.04
2016-06-30 $2.8M 36k 78.05
2016-03-31 $2.8M 35k 79.09
2015-12-31 $2.8M 36k 78.16

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 Consumer Discretionary SPDR

Jpmorgan Chase & Co
Morgan Stanley
Susquehanna International
Millennium Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Raymond James Financial
Ameriprise Financial
Citadel Advisors
LPL Financial
Jane Street
Green Harvest Asset Management
Colony

View all funds holding Consumer Discretionary SPDR