Spdr S&p 500 Etf shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 4.1k | 475.30 |
| 2023-09-30 | $16M | 37k | 427.47 |
| 2023-06-30 | $1.9M | 4.2k | 443.23 |
| 2022-09-30 | $209k | 585 | 357.27 |
| 2020-09-30 | $6.7M | 20k | 334.91 |
| 2020-06-30 | $9.2M | 30k | 308.37 |
| 2020-03-31 | $7.5M | 26k | 292.37 |
| 2019-12-31 | $31M | 95k | 328.74 |
| 2019-09-30 | $2.1M | 7.1k | 292.59 |
| 2018-09-30 | $3.7M | 13k | 290.73 |
| 2018-06-30 | $3.3M | 12k | 284.01 |
| 2016-09-30 | $2.2M | 10k | 213.75 |
| 2016-06-30 | $2.3M | 11k | 209.49 |
| 2016-03-31 | $2.3M | 11k | 204.23 |
| 2015-12-31 | $5.4M | 28k | 193.68 |
| 2015-09-30 | $2.2M | 11k | 191.61 |
| 2015-06-30 | $2.4M | 12k | 205.44 |
| 2015-03-31 | $2.2M | 11k | 206.39 |
| 2014-12-31 | $2.4M | 12k | 205.55 |