SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Jackson Wealth Management, LLC's Holding History (CIK: 0001536799)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,166 Value ($000) $5,569 Avg Close Range
Q3 2025
Shares 7,951 Value ($000) $5,297 Avg Close Range
Q2 2025
Shares 7,792 Value ($000) $4,814 Avg Close Range
Q1 2025
Shares 39,193 Value ($000) $21,924 Avg Close Range
Q4 2024
Shares 6,015 Value ($000) $3,525 Avg Close Range
Q3 2024
Shares 4,189 Value ($000) $2,403 Avg Close Range
Q2 2024
Shares 2,186 Value ($000) $1,190 Avg Close Range
Q1 2024
Shares 3,742 Value ($000) $1,957 Avg Close Range
Q4 2023
Shares 4,130 Value ($000) $1,963 Avg Close Range
Q3 2023
Shares 36,938 Value ($000) $15,790 Avg Close Range
Q2 2023
Shares 4,219 Value ($000) $1,870 Avg Close Range
Q3 2022
Shares 585 Value ($000) $209 Avg Close Range
Q3 2020
Shares 20,119 Value ($000) $6,738 Avg Close Range
Q2 2020
Shares 29,980 Value ($000) $9,245 Avg Close Range
Q1 2020
Shares 25,652 Value ($000) $7,500 Avg Close Range
Q4 2019
Shares 94,909 Value ($000) $31,200 Avg Close Range
Q3 2019
Shares 7,143 Value ($000) $2,090 Avg Close Range
Q3 2018
Shares 12,768 Value ($000) $3,712 Avg Close Range
Q2 2018
Shares 11,767 Value ($000) $3,342 Avg Close Range
Q3 2016
Shares 10,213 Value ($000) $2,183 Avg Close Range
Q2 2016
Shares 10,764 Value ($000) $2,255 Avg Close Range
Q1 2016
Shares 11,120 Value ($000) $2,271 Avg Close Range
Q4 2015
Shares 28,088 Value ($000) $5,440 Avg Close Range
Q3 2015
Shares 11,440 Value ($000) $2,192 Avg Close Range
Q2 2015
Shares 11,478 Value ($000) $2,358 Avg Close Range
Q1 2015
Shares 10,616 Value ($000) $2,191 Avg Close Range
Q4 2014
Shares 11,856 Value ($000) $2,437 Avg Close Range