Jackson Wealth Management, LLC SPLG Holdings History
Jackson Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Jackson Wealth Management, LLC held 503,396.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $36.59 Mil. This investment constitutes 5.45% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then Jackson Wealth Management, LLC has made 11 purchases of SPLG, at an average price of $51.29, for a total of 1.50 Mil shares. In addition, there have been 8 sales at an average price of $50.54 for 996,175.00 shares. Based on historical transaction data and SPLG's current price of $73.96, Jackson Wealth Management, LLC's estimated gain on his SPLG holdings is $10.65 Mil, reflecting a 13.85% gain to date.
Jackson Wealth Management, LLC SPLG ($73.96) Holding Chart
Jackson Wealth Management, LLC SPLG ($73.96) 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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