Jackson Wealth Management, LLC SPY Holdings History
Jackson Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Jackson Wealth Management, LLC held 39,193.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $21.92 Mil. This investment constitutes 3.71% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q4. And since then Jackson Wealth Management, LLC has made 12 purchases of SPY, at an average price of $367.15, for a total of 204,096.00 shares. In addition, there have been 10 sales at an average price of $336.45 for 164,903.00 shares. Based on historical transaction data and SPY's current price of $627.58, Jackson Wealth Management, LLC's estimated gain on his SPY holdings is $5.14 Mil, reflecting a 6.87% gain to date.
Jackson Wealth Management, LLC SPY ($627.58) Holding Chart
Jackson Wealth Management, LLC SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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