Landmark Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Landmark Wealth Management, Inc.

$205 Billion
Q4 2024

A detailed history of Landmark Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 249,032 shares of SPDW stock, worth $9.34 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

249,032

Previous 182,839 36.2%

Holding current value

$9.34 Million

Previous $6.87 Billion 23.76%

% of portfolio

4.14%

Previous 3.42%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$34.13 - $37.35 $2.26 Million - $2.47 Million	66,193 Added 36.2%	249,032 $8.5 Billion
Q3 2024 Nov 01, 2024	SELL	$33.74 - $37.96 $4.9 Million - $5.51 Million	-145,262 Reduced 44.27%	182,839 $6.87 Billion
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $11.2 Million - $12 Million	328,101 New	328,101 $11.5 Billion

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Landmark Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History