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Jackson Grant Investment Advisers’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Jackson Grant Investment Advisers’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818K Sell
9,853
-476
-5% -$39.8K 0.25% 61
2026
Q1 		$847K Sell
10,329
-326
-3% -$27.5K 0.28% 57
2025
Q4 		$828K Buy
10,655
+185
+2% +$14.4K 0.27% 56
2025
Q3 		$821K Buy
10,470
+41
+0.4% +$3.31K 0.27% 54
2025
Q2 		$844K Buy
10,429
+40
+0.4% +$3.25K 0.31% 47
2025
Q1 		$848K Buy
10,389
+32
+0.3% +$2.55K 0.33% 44
2024
Q4 		$814K Sell
10,357
-551
-5% -$44.7K 0.31% 47
2024
Q3 		$905K Buy
10,908
+34
+0.3% +$2.73K 0.34% 46
2024
Q2 		$833K Sell
10,874
-11
-0.1% -$839 0.34% 44
2024
Q1 		$831K Sell
10,885
-569
-5% -$42.1K 0.34% 46
2023
Q4 		$825K Sell
11,454
-197
-2% -$13.6K 0.37% 45
2023
Q3 		$802K Sell
11,651
-151
-1% -$11.1K 0.39% 44
2023
Q2 		$875K Buy
11,802
+53
+0.5% +$3.98K 0.41% 42
2023
Q1 		$878K Buy
11,749
+34
+0.3% +$2.49K 0.41% 43
2022
Q4 		$873K Buy
11,715
+53
+0.5% +$3.86K 0.42% 42
2022
Q3 		$778K Buy
11,662
+47
+0.4% +$3.44K 0.41% 44
2022
Q2 		$838K Buy
11,615
+59
+0.5% +$4.43K 0.42% 41
2022
Q1 		$877K Buy
11,556
+37
+0.3% +$2.79K 0.37% 44
2021
Q4 		$888K Buy
11,519
+55
+0.5% +$3.99K 0.45% 34
2021
Q3 		$789K Buy
11,464
+50
+0.4% +$3.56K 0.35% 44
2021
Q2 		$799K Sell
11,414
-862
-7% -$60.3K 0.35% 45
2021
Q1 		$839K Buy
12,276
+42
+0.3% +$2.76K 0.39% 41
2020
Q4 		$825K Sell
12,234
-4,782
-28% -$316K 0.42% 38
2020
Q3 		$1.09M Buy
17,016
+75
+0.4% +$4.74K 0.66% 27
2020
Q2 		$993K Buy
16,941
+69
+0.4% +$4.03K 0.63% 27
2020
Q1 		$919K Sell
16,872
-1,524
-8% -$92.5K 0.68% 26
2019
Q4 		$1.16M Buy
18,396
+411
+2% +$25.3K 0.63% 27
2019
Q3 		$1.1M Buy
17,985
+86
+0.5% +$5.17K 0.63% 27
2019
Q2 		$1.04M Sell
17,899
-663
-4% -$38K 0.61% 28
2019
Q1 		$1.04M Buy
18,562
+927
+5% +$49.6K 0.63% 28
2018
Q4 		$896K Sell
17,635
-480
-3% -$26K 0.63% 28
2018
Q3 		$977K Buy
18,115
+1,127
+7% +$60.5K 0.61% 29
2018
Q2 		$875K Sell
16,988
-3,193
-16% -$162K 0.6% 29
2018
Q1 		$1.06M Sell
20,181
-2,043
-9% -$113K 0.74% 26
2017
Q4 		$1.26M Buy
22,224
+2,459
+12% +$135K 0.85% 23
2017
Q3 		$1.07M Sell
19,765
-240
-1% -$13.2K 0.77% 25
2017
Q2 		$1.1M Buy
20,005
+171
+0.9% +$9.51K 0.85% 23
2017
Q1 		$1.08M Sell
19,834
-227
-1% -$12.2K 0.87% 22
2016
Q4 		$1.04M Sell
20,061
-1,288
-6% -$66.7K 0.88% 23
2016
Q3 		$1.14M Sell
21,349
-2,257
-10% -$123K 0.94% 20
2016
Q2 		$1.3M Buy
23,606
+2,011
+9% +$107K 1.15% 16
2016
Q1 		$1.15M Buy
21,595
+9,579
+80% +$487K 1.05% 21
2015
Q4 		$607K Buy
+12,016
New +$597K 0.58% 30

Other funds holding XLP

SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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

Jackson Grant Investment Advisers reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.6% in Q2 2026, selling an estimated $39.8K and leaving 9,853 shares worth $818K. The position accounts for 0.25% of the portfolio, ranked #61.

Jackson Grant Investment Advisers first reported a position in XLP in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.3M in Q2 2016. 566 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Jackson Grant Investment Advisers held 9,853 shares of State Street Consumer Staples Select Sector SPDR ETF worth $818K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 476 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $39.8K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.25% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #61 holding.
  • Jackson Grant Investment Advisers first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.3M in Q2 2016.
  • 566 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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