Jackson, Grant Investment Advisers, Inc.

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1650300 STAMFORD, CT

Position in XLB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,298

+$305 QoQ

Shares Held

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,298	66	0.0%	Shares	Sole	2026-05-08
2025-12-31	$2,993	66	+100.0%	Shares	Sole	2026-01-27
2025-09-30	$2,957	33	0.0%	Shares	Sole	2025-11-10
2025-06-30	$2,897	33	0.0%	Shares	Sole	2025-07-17
2025-03-31	$2,837	33	+3.1%	Shares	Sole	2025-05-06
2024-12-31	$2,692	32	0.0%	Shares	Sole	2025-01-27
2024-09-30	$3,084	32	0.0%	Shares	Sole	2024-10-17
2024-06-30	$2,825	32	-84.4%	Shares	Sole	2024-07-16
2023-06-30	$16,988	205	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$16,454	204	-74.7%	Shares	Sole	2023-05-02
2022-12-31	$62,610	806	+0.6%	Shares	Sole	2023-01-26
2022-09-30	$54,476	801	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$58,659	797	+0.8%	Shares	Sole	2022-08-04
2022-03-31	$69,726	791	+0.4%	Shares	Sole	2022-04-28
2021-12-31	$71,400	788	+0.5%	Shares	Sole	2022-01-24
2021-09-30	$62,022	784	+0.4%	Shares	Sole	2021-10-13
2021-06-30	$64,284	781	+298.5%	Shares	Sole	2021-07-15
2021-03-31	$15,444	196	+0.5%	Shares	Sole	2021-04-22
2020-12-31	$14,116	195	+0.5%	Shares	Sole	2021-03-03
2020-09-30	$12,346	194	+0.5%	Shares	Sole	2020-11-12
2020-06-30	$10,875	193	+17.0%	Shares	Sole	2020-08-14
2020-03-31	$7,431	165	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.