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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.75M	Buy	32,008 +36	+0.1%	+$4.2K	1.17%	18
2026 Q1	$3.48M	Buy	31,972 +34	+0.1%	+$3.97K	1.16%	19
2025 Q4	$3.81M	Sell	31,938 -556	-2%	-$65.9K	1.26%	17
2025 Q3	$3.89M	Buy	32,494 +34	+0.1%	+$3.89K	1.3%	17
2025 Q2	$3.53M	Sell	32,460 -2,500	-7%	-$256K	1.3%	17
2025 Q1	$3.45M	Sell	34,960 -2,826	-7%	-$306K	1.34%	18
2024 Q4	$4.24M	Buy	37,786 +12	+0%	+$1.28K	1.63%	16
2024 Q3	$3.78M	Sell	37,774 -2,282	-6%	-$213K	1.42%	17
2024 Q2	$3.65M	Buy	40,056 +52	+0.1%	+$4.62K	1.48%	17
2024 Q1	$3.68M	Sell	40,004 -1,350	-3%	-$120K	1.51%	15
2023 Q4	$3.7M	Buy	41,354 +46	+0.1%	+$3.81K	1.64%	15
2023 Q3	$3.32M	Sell	41,308 -182	-0.4%	-$15.4K	1.6%	15
2023 Q2	$3.52M	Buy	41,490 +16	+0%	+$1.23K	1.63%	15
2023 Q1	$3.1M	Sell	41,474 -950	-2%	-$68.1K	1.46%	16
2022 Q4	$2.74M	Sell	42,424 -294	-0.7%	-$20.5K	1.32%	17
2022 Q3	$3.04M	Sell	42,718 -428	-1%	-$33.5K	1.59%	14
2022 Q2	$2.97M	Sell	43,146 -862	-2%	-$67.9K	1.47%	15
2022 Q1	$4.07M	Sell	44,008 -2	-0%	-$183	1.71%	14
2021 Q4	$4.5M	Buy	44,010 +48	+0.1%	+$4.78K	2.29%	11
2021 Q3	$3.94M	Sell	43,962 -1,982	-4%	-$180K	1.76%	13
2021 Q2	$4.1M	Sell	45,944 -1,992	-4%	-$173K	1.8%	12
2021 Q1	$4.03M	Buy	47,936 +60	+0.1%	+$4.99K	1.85%	12
2020 Q4	$3.85M	Sell	47,876 -3,442	-7%	-$265K	1.96%	12
2020 Q3	$3.77M	Sell	51,318 -340	-0.7%	-$24.1K	2.27%	11
2020 Q2	$3.3M	Sell	51,658 -1,074	-2%	-$63.3K	2.1%	12
2020 Q1	$2.59M	Sell	52,732 -706	-1%	-$41.7K	1.91%	13
2019 Q4	$3.35M	Sell	53,438 -4,446	-8%	-$270K	1.81%	12
2019 Q3	$3.49M	Sell	57,884 -1,320	-2%	-$79.6K	1.98%	12
2019 Q2	$3.53M	Sell	59,204 -3,464	-6%	-$203K	2.06%	12
2019 Q1	$3.57M	Sell	62,668 -4,496	-7%	-$244K	2.14%	12
2018 Q4	$3.33M	Sell	67,164 -3,156	-4%	-$167K	2.34%	8
2018 Q3	$4.12M	Buy	70,320 +4,320	+7%	+$246K	2.58%	8
2018 Q2	$3.61M	Sell	66,000 -3,350	-5%	-$177K	2.48%	8
2018 Q1	$3.51M	Sell	69,350 -6	-0%	-$313	2.46%	8
2017 Q4	$3.42M	Sell	69,356 -180	-0.3%	-$8.47K	2.31%	9
2017 Q3	$3.13M	Sell	69,536 -1,216	-2%	-$54.7K	2.26%	9
2017 Q2	$3.17M	Sell	70,752 -598	-0.8%	-$26.8K	2.46%	9
2017 Q1	$3.14M	Sell	71,350 -516	-0.7%	-$22.1K	2.52%	9
2016 Q4	$2.92M	Buy	71,866 +1,872	+3%	+$75.6K	2.49%	9
2016 Q3	$2.8M	Sell	69,994 -1,346	-2%	-$54.2K	2.32%	9
2016 Q2	$2.78M	Buy	71,340 +608	+0.9%	+$23.9K	2.45%	9
2016 Q1	$2.8M	Sell	70,732 -836	-1%	-$31.1K	2.56%	9
2015 Q4	$2.8M	Buy	+71,568	New	+$2.84M	2.66%	8

Other funds holding XLY

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

HIIFS

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

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

FMI

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

RIG

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

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

Jackson Grant Investment Advisers increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.11% in Q2 2026, buying an estimated $4.2K and bringing the position to 32,008 shares worth $3.75M. The position accounts for 1.17% of the portfolio, ranked #18.

Jackson Grant Investment Advisers first reported a position in XLY in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.5M in Q4 2021. 603 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Jackson Grant Investment Advisers held 32,008 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.75M as of Q2 2026.
Jackson Grant Investment Advisers bought 36 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.17% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #18 holding.
Jackson Grant Investment Advisers first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
Jackson Grant Investment Advisers's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.5M in Q4 2021.
603 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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