Landmark Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Landmark Wealth Management, LLC

$230 Million
Q3 2024

A detailed history of Landmark Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 762 shares of SPY stock, worth $458,190. This represents 0.19% of its overall portfolio holdings.

Number of Shares

762

Previous 761 0.13%

Holding current value

$458,190

Previous $414,000 5.56%

% of portfolio

0.19%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$517.38 - $573.86 $517 - $573	1 Added 0.13%	762 $437,000
Q2 2024 Jul 25, 2024	SELL	$495.16 - $548.49 $495 - $548	-1 Reduced 0.13%	761 $414,000
Q1 2024 Apr 24, 2024	BUY	$467.28 - $523.17 $144,389 - $161,659	309 Added 68.21%	762 $399,000
Q4 2023 Jan 22, 2024	BUY	$410.68 - $476.69 $186,038 - $215,940	453 New	453 $215,000
Q2 2023 Jul 14, 2023	BUY	$404.36 - $443.28 $183,579 - $201,249	454 New	454 $201,000
Q4 2022 Jan 20, 2023	BUY	$357.63 - $407.42 $199,557 - $227,340	558 New	558 $213,000
Q2 2022 Jul 21, 2022	SELL	$365.86 - $456.8 $86,342 - $107,804	-236 Reduced 25.38%	694 $262,000
Q1 2022 Apr 26, 2022	BUY	$416.25 - $477.71 $387,112 - $444,270	930 New	930 $420,000

Others Institutions Holding SPY

# of Institutions

4,553

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Landmark Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History