Jackson Wealth Management, LLC Technology Sector Spdr Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$125.83 - $138.59 $2.33 Million - $2.57 Million	-18,554 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$110.86 - $130.52 $27,271 - $32,107	246 Added 1.34%	18,554 $2.41 Million
Q3 2020 Oct 13, 2020	SELL	$104.66 - $127.03 $142,442 - $172,887	-1,361 Reduced 6.92%	18,308 $2.14 Million
Q2 2020 Jul 27, 2020	SELL	$76.54 - $104.63 $1.73 Million - $2.36 Million	-22,574 Reduced 53.44%	19,669 $2.06 Million
Q1 2020 May 13, 2020	SELL	$70.4 - $102.79 $401,491 - $586,211	-5,703 Reduced 11.89%	42,243 $4.03 Million
Q4 2019 Feb 04, 2020	BUY	$78.28 - $91.92 $14,794 - $17,372	189 Added 0.4%	47,946 $4.67 Million
Q3 2019 Nov 07, 2019	BUY	$79.69 - $81.76 $3.81 Million - $3.9 Million	47,757 New	47,757 $3.84 Million

Others Institutions Holding XLK

# of Institutions

2,240

Shares Held

168M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.95 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.51 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.25 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.63 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.28 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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