Jackson Grant Investment Advisers’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Jackson Grant Investment Advisers’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.39K	Buy	67 +1	+2%	+$51	﹤0.01%	379
2026 Q1	$3.32K	Hold	66	–	–	﹤0.01%	369
2025 Q4	$3K	Hold	66	–	–	﹤0.01%	370
2025 Q3	$2.95K	Hold	66	–	–	﹤0.01%	381
2025 Q2	$2.88K	Hold	66	–	–	﹤0.01%	349
2025 Q1	$2.8K	Buy	66 +2	+3%	+$87	﹤0.01%	346
2024 Q4	$2.73K	Hold	64	–	–	﹤0.01%	359
2024 Q3	$3.11K	Hold	64	–	–	﹤0.01%	351
2024 Q2	$2.84K	Buy	+64	New	+$2.89K	﹤0.01%	350
2023 Q3	–	Sell	-410	Closed	-$17K	–	414
2023 Q2	$17K	Buy	410 +2	+0.5%	+$80	0.01%	234
2023 Q1	$16.4K	Sell	408 -1,204	-75%	-$48.7K	0.01%	269
2022 Q4	$62.6K	Buy	1,612 +10	+0.6%	+$384	0.03%	162
2022 Q3	$54K	Buy	1,602 +8	+0.5%	+$301	0.03%	167
2022 Q2	$59K	Buy	1,594 +12	+0.8%	+$502	0.03%	169
2022 Q1	$70K	Buy	1,582 +6	+0.4%	+$256	0.03%	171
2021 Q4	$71K	Buy	1,576 +8	+0.5%	+$346	0.04%	145
2021 Q3	$62K	Buy	1,568 +6	+0.4%	+$249	0.03%	184
2021 Q2	$64K	Buy	1,562 +1,170	+298%	+$49.3K	0.03%	179
2021 Q1	$15K	Buy	392 +2	+0.5%	+$75	0.01%	316
2020 Q4	$14K	Buy	390 +2	+0.5%	+$68	0.01%	296
2020 Q3	$12K	Buy	388 +2	+0.5%	+$62	0.01%	198
2020 Q2	$11K	Buy	386 +56	+17%	+$1.47K	0.01%	199
2020 Q1	$7K	Buy	330 +46	+16%	+$1.26K	0.01%	203
2019 Q4	$9K	Hold	284	–	–	﹤0.01%	206
2019 Q3	$8K	Hold	284	–	–	﹤0.01%	211
2019 Q2	$8K	Hold	284	–	–	﹤0.01%	212
2019 Q1	$8K	Buy	284 +72	+34%	+$1.94K	﹤0.01%	210
2018 Q4	$5K	Buy	212 +154	+266%	+$4.11K	﹤0.01%	214
2018 Q3	$2K	Hold	58	–	–	﹤0.01%	208
2018 Q2	$2K	Buy	58 +2	+4%	+$59	﹤0.01%	213
2018 Q1	$2K	Hold	56	–	–	﹤0.01%	208
2017 Q4	$2K	Hold	56	–	–	﹤0.01%	209
2017 Q3	$2K	Hold	56	–	–	﹤0.01%	210
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	182
2017 Q1	$1K	Hold	56	–	–	﹤0.01%	176
2016 Q4	$1K	Hold	56	–	–	﹤0.01%	173
2016 Q3	$1K	Hold	56	–	–	﹤0.01%	170
2016 Q2	$1K	Buy	56 +2	+4%	+$47	﹤0.01%	162
2016 Q1	$1K	Hold	54	–	–	﹤0.01%	158
2015 Q4	$1K	Buy	+54	New	+$1.2K	﹤0.01%	192

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jackson Grant Investment Advisers's XLB Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.5% in Q2 2026, buying an estimated $51 and bringing the position to 67 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Jackson Grant Investment Advisers first reported a position in XLB in Q4 2015 and has held it in 40 quarters since. The position peaked at $71K in Q4 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Jackson Grant Investment Advisers held 67 shares of State Street Materials Select Sector SPDR ETF worth $3.39K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 State Street Materials Select Sector SPDR ETF share in Q2 2026, an estimated $51.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #379 holding.
Jackson Grant Investment Advisers first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and has held it in 40 quarters since.
Jackson Grant Investment Advisers's State Street Materials Select Sector SPDR ETF position peaked at $71K in Q4 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.