Landmark Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Landmark Wealth Management, LLC

$227 Million
Q1 2025

A detailed history of Landmark Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 70,713 shares of SPDW stock, worth $2.68 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

70,713

Previous 447,741 84.21%

Holding current value

$2.68 Million

Previous $15.3 Million 83.15%

% of portfolio

1.14%

Previous 6.77%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$33.84 - $37.77 $12.8 Million - $14.2 Million	-377,028 Reduced 84.21%	70,713 $2.58 Million
Q4 2024 Jan 22, 2025	BUY	$34.13 - $37.35 $795,024 - $870,030	23,294 Added 5.49%	447,741 $15.3 Million
Q3 2024 Oct 30, 2024	SELL	$33.74 - $37.96 $12,618 - $14,197	-374 Reduced 0.09%	424,447 $15.9 Million
Q2 2024 Jul 25, 2024	BUY	$34.2 - $36.64 $103,249 - $110,616	3,019 Added 0.72%	424,821 $14.9 Million
Q1 2024 Apr 24, 2024	SELL	$32.85 - $35.9 $28,086 - $30,694	-855 Reduced 0.2%	421,802 $15.1 Million
Q4 2023 Jan 22, 2024	SELL	$29.46 - $34.07 $973,770 - $1.13 Million	-33,054 Reduced 7.25%	422,657 $14.4 Million
Q3 2023 Oct 13, 2023	BUY	$30.88 - $33.58 $71,178 - $77,401	2,305 Added 0.51%	455,711 $14.1 Million
Q2 2023 Jul 14, 2023	SELL	$31.7 - $33.66 $18,893 - $20,061	-596 Reduced 0.13%	453,406 $14.8 Million
Q1 2023 Apr 17, 2023	BUY	$29.83 - $32.71 $2.43 Million - $2.66 Million	81,338 Added 21.83%	454,002 $14.6 Million
Q4 2022 Jan 20, 2023	SELL	$25.7 - $31.02 $332,480 - $401,305	-12,937 Reduced 3.36%	372,664 $11.1 Million
Q3 2022 Oct 24, 2022	BUY	$25.67 - $30.93 $580,424 - $699,358	22,611 Added 6.23%	385,601 $9.95 Million
Q2 2022 Jul 21, 2022	SELL	$28.57 - $34.74 $2 Million - $2.44 Million	-70,154 Reduced 16.2%	362,990 $10.5 Million
Q1 2022 Apr 26, 2022	BUY	$31.42 - $36.91 $2.02 Million - $2.37 Million	64,296 Added 17.43%	433,144 $0
Q4 2021 Jan 27, 2022	BUY	$35.28 - $37.98 $13 Million - $14 Million	368,848 New	368,848 $13,000

Others Institutions Holding SPDW

# of Institutions

1,065

Shares Held

549M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Landmark Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History