Jackson Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$27.12 - $41.81 $4.5 Million - $6.94 Million	-166,006 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$35.63 - $39.97 $78,492 - $88,053	-2,203 Reduced 1.31%	166,006 $6.75 Million
Q3 2019 Nov 07, 2019	BUY	$36.53 - $37.33 $553,100 - $565,213	15,141 Added 9.89%	168,209 $6.1 Million
Q2 2019 Jul 12, 2019	BUY	N/A	599 Added 0.39%	153,068 $5.68 Million
Q1 2019 May 09, 2019	SELL	N/A	-10,584 Reduced 6.49%	152,469 $5.36 Million
Q4 2018 Jan 24, 2019	SELL	N/A	-217,082 Reduced 57.11%	163,053 $4.92 Million
Q3 2018 Nov 14, 2018	BUY	N/A	125 Added 0.03%	380,135 $13.8 Million
Q2 2018 Aug 08, 2018	BUY	N/A	18,608 Added 5.15%	380,010 $13.5 Million
Q1 2018 May 03, 2018	BUY	N/A	4,176 Added 1.17%	361,402 $11.9 Million
Q4 2017 Feb 05, 2018	BUY	N/A	357,226	357,226 $12.2 Million

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

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