Landmark Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Landmark Wealth Management, Inc.

$205 Billion
Q4 2024

A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 84,070 shares of SPSM stock, worth $3.9 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

84,070

Previous 80,215 4.81%

Holding current value

$3.9 Million

Previous $3.65 Billion 3.45%

% of portfolio

1.84%

Previous 1.82%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$44.33 - $49.55 $170,892 - $191,015	3,855 Added 4.81%	84,070 $3.78 Billion
Q3 2024 Nov 01, 2024	SELL	$41.02 - $46.01 $250,016 - $280,430	-6,095 Reduced 7.06%	80,215 $3.65 Billion
Q2 2024 Aug 13, 2024	BUY	$39.75 - $43.15 $3.43 Million - $3.72 Million	86,310 New	86,310 $3.58 Billion

Others Institutions Holding SPSM

# of Institutions

905

Shares Held

203M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, Inc. with notifications on news.

Account

Landmark Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History