A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 536 shares of XLI stock, worth $74,477. This represents 0.03% of its overall portfolio holdings.

Number of Shares
536
Previous 536 -0.0%
Holding current value
$74,477
Previous $65,000 10.77%
% of portfolio
0.03%
Previous 0.03%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023

SELL
$100.74 - $110.75 $20,349 - $22,371
-202 Reduced 27.37%
536 $54,000
Q2 2023

Aug 01, 2023

SELL
$96.85 - $107.32 $24,599 - $27,259
-254 Reduced 25.6%
738 $79,000
Q1 2023

May 02, 2023

SELL
$96.51 - $103.67 $23,837 - $25,606
-247 Reduced 19.94%
992 $100,000
Q4 2022

Jan 26, 2023

BUY
$84.74 - $102.33 $254 - $306
3 Added 0.24%
1,239 $0
Q3 2022

Nov 14, 2022

BUY
$82.84 - $100.53 $248 - $301
3 Added 0.24%
1,236 $102,000
Q2 2022

Aug 04, 2022

BUY
$85.56 - $102.18 $3,679 - $4,393
43 Added 3.61%
1,233 $108,000
Q1 2022

Apr 28, 2022

BUY
$95.6 - $107.05 $286 - $321
3 Added 0.25%
1,190 $122,000
Q4 2021

Jan 24, 2022

BUY
$98.64 - $107.12 $197 - $214
2 Added 0.17%
1,187 $126,000
Q3 2021

Oct 13, 2021

BUY
$97.84 - $105.53 $195 - $211
2 Added 0.17%
1,185 $116,000
Q2 2021

Jul 15, 2021

BUY
$98.78 - $105.53 $48,500 - $51,815
491 Added 70.95%
1,183 $121,000
Q1 2021

Apr 22, 2021

BUY
$84.77 - $98.77 $84 - $98
1 Added 0.14%
692 $68,000
Q3 2020

Nov 12, 2020

BUY
$67.14 - $79.9 $67 - $79
1 Added 0.14%
691 $53,000
Q2 2020

Aug 14, 2020

SELL
$56.34 - $76.29 $21,578 - $29,219
-383 Reduced 35.69%
690 $47,000
Q1 2020

May 12, 2020

BUY
$48.77 - $85.23 $1,024 - $1,789
21 Added 2.0%
1,073 $63,000
Q4 2019

Feb 05, 2020

BUY
$74.07 - $82.5 $296 - $330
4 Added 0.38%
1,052 $86,000
Q3 2019

Nov 20, 2019

BUY
$77.22 - $79.35 $386 - $396
5 Added 0.48%
1,048 $81,000
Q2 2019

Aug 13, 2019

BUY
N/A
5 Added 0.48%
1,043 $81,000
Q1 2019

May 07, 2019

SELL
N/A
-2,059 Reduced 66.48%
1,038 $78,000
Q4 2018

Jan 23, 2019

SELL
N/A
-1,123 Reduced 26.61%
3,097 $199,000
Q3 2018

Nov 15, 2018

SELL
N/A
-142 Reduced 3.26%
4,220 $331,000
Q2 2018

Aug 02, 2018

BUY
N/A
133 Added 3.14%
4,362 $312,000
Q1 2018

May 14, 2018

BUY
N/A
806 Added 23.55%
4,229 $314,000
Q4 2017

Feb 01, 2018

BUY
N/A
2,307 Added 206.72%
3,423 $259,000
Q3 2017

Nov 14, 2017

BUY
N/A
5 Added 0.45%
1,116 $79,000
Q2 2017

Aug 10, 2017

BUY
N/A
1,111
1,111 $76,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.