Jackson Grant Investment Advisers’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2K	Sell	93 -443	-83%	-$77K	0.01%	270
2026 Q1	$86.6K	Hold	536	–	–	0.03%	164
2025 Q4	$83.1K	Hold	536	–	–	0.03%	170
2025 Q3	$82.6K	Hold	536	–	–	0.03%	167
2025 Q2	$79K	Hold	536	–	–	0.03%	154
2025 Q1	$70.2K	Hold	536	–	–	0.03%	155
2024 Q4	$70.6K	Hold	536	–	–	0.03%	156
2024 Q3	$72.5K	Hold	536	–	–	0.03%	160
2024 Q2	$65.3K	Hold	536	–	–	0.03%	159
2024 Q1	$67.5K	Hold	536	–	–	0.03%	156
2023 Q4	$61K	Hold	536	–	–	0.03%	161
2023 Q3	$54.3K	Sell	536 -202	-27%	-$21.6K	0.03%	159
2023 Q2	$79.2K	Sell	738 -254	-26%	-$25.6K	0.04%	149
2023 Q1	$100K	Sell	992 -247	-20%	-$24.8K	0.05%	142
2022 Q4	$122K	Buy	1,239 +3	+0.2%	+$286	0.06%	130
2022 Q3	$102K	Buy	1,236 +3	+0.2%	+$276	0.05%	136
2022 Q2	$108K	Buy	1,233 +43	+4%	+$4.05K	0.05%	134
2022 Q1	$122K	Buy	1,190 +3	+0.3%	+$305	0.05%	141
2021 Q4	$126K	Buy	1,187 +2	+0.2%	+$208	0.06%	113
2021 Q3	$116K	Buy	1,185 +2	+0.2%	+$205	0.05%	140
2021 Q2	$121K	Buy	1,183 +491	+71%	+$50.3K	0.05%	138
2021 Q1	$68K	Buy	692 +1	+0.1%	+$92	0.03%	175
2020 Q4	$61K	Hold	691	–	–	0.03%	167
2020 Q3	$53K	Buy	691 +1	+0.1%	+$75	0.03%	143
2020 Q2	$47K	Sell	690 -383	-36%	-$24.8K	0.03%	148
2020 Q1	$63K	Buy	1,073 +21	+2%	+$1.58K	0.05%	128
2019 Q4	$86K	Buy	1,052 +4	+0.4%	+$319	0.05%	125
2019 Q3	$81K	Buy	1,048 +5	+0.5%	+$384	0.05%	129
2019 Q2	$81K	Buy	1,043 +5	+0.5%	+$380	0.05%	128
2019 Q1	$78K	Sell	1,038 -2,059	-66%	-$149K	0.05%	126
2018 Q4	$199K	Sell	3,097 -1,123	-27%	-$79.6K	0.14%	78
2018 Q3	$331K	Sell	4,220 -142	-3%	-$10.8K	0.21%	62
2018 Q2	$312K	Buy	4,362 +133	+3%	+$9.86K	0.21%	59
2018 Q1	$314K	Buy	4,229 +806	+24%	+$62.1K	0.22%	58
2017 Q4	$259K	Buy	3,423 +2,307	+207%	+$168K	0.18%	70
2017 Q3	$79K	Buy	1,116 +5	+0.5%	+$344	0.06%	123
2017 Q2	$76K	Buy	1,111 +155	+16%	+$10.3K	0.06%	113
2017 Q1	$62K	Buy	956 +4	+0.4%	+$258	0.05%	117
2016 Q4	$59K	Buy	952 +682	+253%	+$41.1K	0.05%	117
2016 Q3	$16K	Buy	270 +1	+0.4%	+$58	0.01%	153
2016 Q2	$15K	Buy	269 +1	+0.4%	+$56	0.01%	148
2016 Q1	$15K	Sell	268 -29,750	-99%	-$1.54M	0.01%	143
2015 Q4	$1.59M	Buy	+30,018	New	+$1.61M	1.51%	13

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

Jackson Grant Investment Advisers reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 83% in Q2 2026, selling an estimated $77K and leaving 93 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #270.

Jackson Grant Investment Advisers first reported a position in XLI in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.59M in Q4 2015. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Jackson Grant Investment Advisers held 93 shares of State Street Industrial Select Sector SPDR ETF worth $17.2K as of Q2 2026.
Jackson Grant Investment Advisers sold 443 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $77K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #270 holding.
Jackson Grant Investment Advisers first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
Jackson Grant Investment Advisers's State Street Industrial Select Sector SPDR ETF position peaked at $1.59M in Q4 2015.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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