SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q4 2025
Shares 71,119 Value ($000) $7,588 Avg Close Range
Q4 2020
Shares 132,251 Value ($000) $7,312 Avg Close Range
Q3 2020
Shares 136,653 Value ($000) $6,848 Avg Close Range
Q2 2020
Shares 149,110 Value ($000) $6,698 Avg Close Range
Q1 2020
Shares 157,260 Value ($000) $6,580 Avg Close Range
Q4 2019
Shares 381,746 Value ($000) $16,650 Avg Close Range
Q3 2019
Shares 381,243 Value ($000) $14,670 Avg Close Range
Q2 2019
Shares 357,226 Value ($000) $14,100 Avg Close Range
Q1 2019
Shares 357,907 Value ($000) $13,318 Avg Close Range
Q4 2018
Shares 394,805 Value ($000) $12,480 Avg Close Range
Q3 2018
Shares 316,434 Value ($000) $12,100 Avg Close Range
Q2 2018
Shares 316,646 Value ($000) $11,811 Avg Close Range
Q1 2018
Shares 304,221 Value ($000) $10,201 Avg Close Range
Q4 2017
Shares 301,647 Value ($000) $10,313 Avg Close Range