Landmark Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Landmark Wealth Management, LLC

$226 Million
Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 2,917 shares of SLYV stock, worth $248,207. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,917

Previous 3,400 14.21%

Holding current value

$248,207

Previous $295,000 13.9%

% of portfolio

0.11%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$84.34 - $95.14 $40,736 - $45,952	-483 Reduced 14.21%	2,917 $254,000
Q3 2024 Oct 30, 2024	SELL	$77.23 - $87.97 $11,893 - $13,547	-154 Reduced 4.33%	3,400 $295,000
Q2 2024 Jul 25, 2024	SELL	$76.01 - $82.53 $23,031 - $25,006	-303 Reduced 7.86%	3,554 $278,000
Q1 2024 Apr 24, 2024	SELL	$77.43 - $82.98 $542 - $580	-7 Reduced 0.18%	3,857 $320,000
Q4 2023 Jan 22, 2024	BUY	$66.67 - $84.55 $26,534 - $33,650	398 Added 11.48%	3,864 $322,000
Q3 2023 Oct 13, 2023	BUY	$71.19 - $81.84 $9,681 - $11,130	136 Added 4.08%	3,466 $251,000
Q2 2023 Jul 14, 2023	BUY	$71.23 - $78.02 $237,195 - $259,806	3,330 New	3,330 $257,000
Q2 2022 Jul 21, 2022	SELL	$70.38 - $84.1 $191,574 - $228,920	-2,722 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$78.85 - $87.08 $214,629 - $237,031	2,722 New	2,722 $0

Others Institutions Holding SLYV

# of Institutions

629

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Landmark Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History