Jackson Grant Investment Advisers’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.7K	Hold	389	–	–	0.01%	209
2026 Q1	$43.1K	Hold	389	–	–	0.01%	209
2025 Q4	$45.8K	Hold	389	–	–	0.02%	207
2025 Q3	$46K	Hold	389	–	–	0.02%	206
2025 Q2	$42.2K	Buy	389 +267	+219%	+$26.3K	0.02%	191
2025 Q1	$11.8K	Buy	+122	New	+$12.2K	﹤0.01%	257
2022 Q3	–	Sell	-199	Closed	-$11K	–	353
2022 Q2	$11K	Sell	199 -3,227	-94%	-$194K	0.01%	312
2022 Q1	$236K	Buy	3,426 +843	+33%	+$59.4K	0.1%	96
2021 Q4	$201K	Buy	2,583 +1	+0%	+$79	0.1%	91
2021 Q3	$207K	Hold	2,582	–	–	0.09%	101
2021 Q2	$209K	Sell	2,582 -390	-13%	-$30.4K	0.09%	105
2021 Q1	$218K	Buy	2,972 +1	+0%	+$71	0.1%	99
2020 Q4	$200K	Buy	2,971 +1	+0%	+$64	0.1%	90
2020 Q3	$176K	Buy	2,970 +1	+0%	+$59	0.11%	83
2020 Q2	$160K	Sell	2,969 -4	-0.1%	-$205	0.1%	83
2020 Q1	$132K	Buy	2,973 +2,459	+478%	+$127K	0.1%	87
2019 Q4	$28K	Buy	514 +1	+0.2%	+$52	0.02%	175
2019 Q3	$25K	Buy	513 +1	+0.2%	+$50	0.01%	181
2019 Q2	$25K	Buy	512 +384	+300%	+$18.7K	0.01%	181
2019 Q1	$6K	Hold	128	–	–	﹤0.01%	213
2018 Q4	$5K	Sell	128 -66	-34%	-$2.96K	﹤0.01%	215
2018 Q3	$10K	Buy	+194	New	+$9.59K	0.01%	193

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Jackson Grant Investment Advisers held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 389 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #209.

Jackson Grant Investment Advisers first reported a position in XLC in Q3 2018 and has held it in 22 quarters since. The position peaked at $236K in Q1 2022. 523 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Jackson Grant Investment Advisers held 389 shares of State Street Communication Services Select Sector SPDR ETF worth $41.7K as of Q2 2026.
Jackson Grant Investment Advisers left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #209 holding.
Jackson Grant Investment Advisers first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's State Street Communication Services Select Sector SPDR ETF position peaked at $236K in Q1 2022.
523 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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