Jackson Grant Investment Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Sell	26,998 -1,779	-6%	-$92.5K	0.45%	42
2026 Q1	$1.42M	Buy	28,777 +4,571	+19%	+$238K	0.47%	39
2025 Q4	$1.33M	Sell	24,206 -7	-0%	-$373	0.44%	40
2025 Q3	$1.3M	Buy	24,213 +60	+0.2%	+$3.18K	0.44%	39
2025 Q2	$1.26M	Buy	24,153 +547	+2%	+$27.1K	0.46%	39
2025 Q1	$1.18M	Buy	23,606 +71	+0.3%	+$3.56K	0.46%	37
2024 Q4	$1.14M	Sell	23,535 -4,861	-17%	-$235K	0.44%	40
2024 Q3	$1.29M	Buy	28,396 +87	+0.3%	+$3.8K	0.48%	37
2024 Q2	$1.16M	Buy	28,309 +25	+0.1%	+$1.03K	0.47%	36
2024 Q1	$1.19M	Sell	28,284 -420	-1%	-$16.6K	0.49%	36
2023 Q4	$1.08M	Buy	28,704 +115	+0.4%	+$3.98K	0.48%	36
2023 Q3	$948K	Sell	28,589 -410	-1%	-$14.1K	0.46%	39
2023 Q2	$978K	Buy	28,999 +34	+0.1%	+$1.11K	0.45%	39
2023 Q1	$931K	Sell	28,965 -3,790	-12%	-$132K	0.44%	39
2022 Q4	$1.12M	Buy	32,755 +515	+2%	+$17.4K	0.54%	34
2022 Q3	$979K	Sell	32,240 -302	-0.9%	-$9.98K	0.51%	34
2022 Q2	$1.02M	Buy	32,542 +125	+0.4%	+$4.32K	0.51%	34
2022 Q1	$1.24M	Buy	32,417 +93	+0.3%	+$3.63K	0.52%	32
2021 Q4	$1.26M	Buy	32,324 +114	+0.4%	+$4.48K	0.64%	26
2021 Q3	$1.21M	Sell	32,210 -25	-0.1%	-$935	0.54%	29
2021 Q2	$1.18M	Buy	32,235 +92	+0.3%	+$3.37K	0.52%	31
2021 Q1	$1.09M	Buy	32,143 +103	+0.3%	+$3.31K	0.5%	34
2020 Q4	$945K	Sell	32,040 -797	-2%	-$21.3K	0.48%	34
2020 Q3	$790K	Sell	32,837 -4,059	-11%	-$98.7K	0.48%	35
2020 Q2	$854K	Sell	36,896 -3,464	-9%	-$78.7K	0.54%	32
2020 Q1	$840K	Buy	40,360 +1,059	+3%	+$29.2K	0.62%	27
2019 Q4	$1.21M	Sell	39,301 -1,686	-4%	-$49.5K	0.66%	26
2019 Q3	$1.15M	Sell	40,987 -6,434	-14%	-$178K	0.65%	25
2019 Q2	$1.31M	Sell	47,421 -8,994	-16%	-$244K	0.76%	23
2019 Q1	$1.45M	Sell	56,415 -3,585	-6%	-$92.5K	0.87%	21
2018 Q4	$1.43M	Sell	60,000 -4,958	-8%	-$129K	1%	19
2018 Q3	$1.79M	Buy	64,958 +1,411	+2%	+$39.5K	1.12%	20
2018 Q2	$1.69M	Buy	63,547 +208	+0.3%	+$5.74K	1.16%	17
2018 Q1	$1.75M	Buy	63,339 +173	+0.3%	+$4.98K	1.22%	16
2017 Q4	$1.76M	Buy	63,166 +705	+1%	+$19K	1.19%	16
2017 Q3	$1.61M	Sell	62,461 -5,966	-9%	-$149K	1.17%	17
2017 Q2	$1.69M	Buy	68,427 +278	+0.4%	+$6.6K	1.31%	17
2017 Q1	$1.62M	Buy	68,149 +3,914	+6%	+$93.7K	1.3%	16
2016 Q4	$1.49M	Buy	64,235 +63,629	+10,500%	+$1.37M	1.27%	17
2016 Q3	$12K	Sell	606 -80	-12%	-$1.65K	0.01%	156
2016 Q2	$14K	Buy	686 +4	+0.6%	+$81	0.01%	149
2016 Q1	$13K	Sell	682 -54,908	-99%	-$1.05M	0.01%	146
2015 Q4	$1.16M	Buy	+55,590	New	+$1.17M	1.11%	18

Other funds holding XLF

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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Jackson Grant Investment Advisers reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, selling an estimated $92.5K and leaving 26,998 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #42.

Jackson Grant Investment Advisers first reported a position in XLF in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.79M in Q3 2018. 918 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Jackson Grant Investment Advisers held 26,998 shares of State Street Financial Select Sector SPDR ETF worth $1.45M as of Q2 2026.
Jackson Grant Investment Advisers sold 1,779 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $92.5K.
State Street Financial Select Sector SPDR ETF made up 0.45% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #42 holding.
Jackson Grant Investment Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
Jackson Grant Investment Advisers's State Street Financial Select Sector SPDR ETF position peaked at $1.79M in Q3 2018.
918 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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