Jackson, Grant Investment Advisers, Inc. Select Sector Spdr Fund Health Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $269 Million
  • Q2 2025

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 23,860 shares of XLV stock, worth $3.11 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
23,860
Previous 23,959 0.41%
Holding current value
$3.11 Million
Previous $3.5 Million 8.06%
% of portfolio
1.2%
Previous 1.37%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$128.77 - $144.3 $12,748 - $14,285
-99 Reduced 0.41%
23,860 $3.22 Million
Q1 2025

May 06, 2025
BUY
$137.61 - $149.68 $24,907 - $27,092
181 Added 0.76%
23,959 $3.5 Million
Q4 2024

Jan 27, 2025
BUY
$136.28 - $154.74 $8,858 - $10,058
65 Added 0.27%
23,778 $3.27 Million
Q3 2024

Oct 17, 2024
BUY
$143.3 - $157.24 $8,168 - $8,962
57 Added 0.24%
23,713 $3.65 Million
Q2 2024

Jul 16, 2024
SELL
$138.43 - $147.09 $4,845 - $5,148
-35 Reduced 0.15%
23,656 $3.45 Million
Q1 2024

May 08, 2024
SELL
$138.48 - $147.86 $119,231 - $127,307
-861 Reduced 3.51%
23,691 $3.5 Million
Q4 2023

Feb 01, 2024
SELL
$123.14 - $136.38 $33,863 - $37,504
-275 Reduced 1.11%
24,552 $3.35 Million
Q3 2023

Oct 13, 2023
SELL
$128.74 - $136.24 $6,823 - $7,220
-53 Reduced 0.21%
24,827 $3.2 Million
Q2 2023

Aug 01, 2023
BUY
$126.74 - $135.66 $9,252 - $9,903
73 Added 0.29%
24,880 $3.3 Million
Q1 2023

May 02, 2023
SELL
$124.15 - $135.82 $25,699 - $28,114
-207 Reduced 0.83%
24,807 $3.21 Million
Q4 2022

Jan 26, 2023
BUY
$121.85 - $140.1 $54,954 - $63,185
451 Added 1.84%
25,014 $0
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $7,751 - $8,594
64 Added 0.26%
24,563 $2.98 Million
Q2 2022

Aug 04, 2022
SELL
$119.89 - $142.83 $5,754 - $6,855
-48 Reduced 0.2%
24,499 $3.14 Million
Q1 2022

Apr 28, 2022
BUY
$126.55 - $139.44 $19,741 - $21,752
156 Added 0.64%
24,547 $3.36 Million
Q4 2021

Jan 24, 2022
SELL
$125.34 - $141.49 $6,016 - $6,791
-48 Reduced 0.2%
24,391 $3.44 Million
Q3 2021

Oct 13, 2021
SELL
$127.07 - $136.85 $117,158 - $126,175
-922 Reduced 3.64%
24,439 $3.11 Million
Q2 2021

Jul 15, 2021
SELL
$116.39 - $126.03 $157,126 - $170,140
-1,350 Reduced 5.05%
25,361 $3.19 Million
Q1 2021

Apr 22, 2021
BUY
$110.8 - $118.5 $7,977 - $8,532
72 Added 0.27%
26,711 $3.12 Million
Q4 2020

Mar 03, 2021
SELL
$101.66 - $113.44 $165,807 - $185,020
-1,631 Reduced 5.77%
26,639 $3.02 Million
Q3 2020

Nov 12, 2020
BUY
$100.71 - $109.44 $10,373 - $11,272
103 Added 0.37%
28,270 $2.98 Million
Q2 2020

Aug 14, 2020
SELL
$85.21 - $103.92 $97,821 - $119,300
-1,148 Reduced 3.92%
28,167 $2.82 Million
Q1 2020

May 12, 2020
BUY
$74.62 - $104.73 $53,502 - $75,091
717 Added 2.51%
29,315 $2.6 Million
Q4 2019

Feb 05, 2020
SELL
$87.95 - $103.11 $182,848 - $214,365
-2,079 Reduced 6.78%
28,598 $2.91 Million
Q3 2019

Nov 20, 2019
SELL
$89.33 - $92.0 $22,064 - $22,724
-247 Reduced 0.8%
30,677 $2.77 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-2,835 Reduced 8.4%
30,924 $2.87 Million
Q1 2019

May 07, 2019
SELL
N/A
-344 Reduced 1.01%
33,759 $3.1 Million
Q4 2018

Jan 23, 2019
SELL
N/A
-565 Reduced 1.63%
34,103 $2.95 Million
Q3 2018

Nov 15, 2018
BUY
N/A
1,364 Added 4.1%
34,668 $3.3 Million
Q2 2018

Aug 02, 2018
SELL
N/A
-1,168 Reduced 3.39%
33,304 $2.78 Million
Q1 2018

May 14, 2018
SELL
N/A
-104 Reduced 0.3%
34,472 $2.81 Million
Q4 2017

Feb 01, 2018
BUY
N/A
1,129 Added 3.38%
34,576 $2.86 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-804 Reduced 2.35%
33,447 $2.73 Million
Q2 2017

Aug 10, 2017
BUY
N/A
34,251
34,251 $2.71 Million

Others Institutions Holding XLV

# of Institutions
1,975
Shares Held
267M
Call Options Held
12.1M
Put Options Held
17.1M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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