Landmark Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Landmark Wealth Management, LLC

$226 Million
Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 16,898 shares of SPLG stock, worth $1.2 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

16,898

Previous 18,433 8.33%

Holding current value

$1.2 Million

Previous $1.24 Million 6.35%

% of portfolio

0.52%

Previous 0.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$66.77 - $71.52 $102,491 - $109,783	-1,535 Reduced 8.33%	16,898 $1.17 Million
Q3 2024 Oct 30, 2024	BUY	$60.84 - $67.51 $3,102 - $3,443	51 Added 0.28%	18,433 $1.24 Million
Q2 2024 Jul 25, 2024	BUY	$58.24 - $64.51 $61,035 - $67,606	1,048 Added 6.05%	18,382 $1.18 Million
Q1 2024 Apr 24, 2024	SELL	$54.97 - $61.53 $11,213 - $12,552	-204 Reduced 1.16%	17,334 $1.07 Million
Q4 2023 Jan 22, 2024	SELL	$48.29 - $56.08 $1,545 - $1,794	-32 Reduced 0.18%	17,538 $980,000
Q3 2023 Oct 13, 2023	SELL	$50.09 - $53.81 $2,003 - $2,152	-40 Reduced 0.23%	17,570 $883,000
Q2 2023 Jul 14, 2023	SELL	$47.56 - $52.11 $77,998 - $85,460	-1,640 Reduced 8.52%	17,610 $918,000
Q1 2023 Apr 17, 2023	BUY	$44.61 - $48.99 $4,684 - $5,143	105 Added 0.55%	19,250 $927,000
Q4 2022 Jan 20, 2023	SELL	$41.93 - $47.9 $64,446 - $73,622	-1,537 Reduced 7.43%	19,145 $861,000
Q3 2022 Oct 24, 2022	BUY	$41.99 - $50.54 $60,297 - $72,575	1,436 Added 7.46%	20,682 $868,000
Q2 2022 Jul 21, 2022	SELL	$43.16 - $53.73 $46,051 - $57,329	-1,067 Reduced 5.25%	19,246 $853,000
Q1 2022 Apr 26, 2022	BUY	$48.98 - $56.19 $6,367 - $7,304	130 Added 0.64%	20,313 $0
Q4 2021 Jan 27, 2022	BUY	$50.43 - $56.16 $1.02 Million - $1.13 Million	20,183 New	20,183 $1,000

Others Institutions Holding SPLG

# of Institutions

1,203

Shares Held

489M

Call Options Held

264K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

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

News

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

Account

Landmark Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History