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

Landmark Wealth Management, LLC

$216 Million
Q1 2024

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 421,802 shares of SPDW stock, worth $15.1 Million. This represents 7.0% of its overall portfolio holdings.

Number of Shares

421,802

Previous 422,657 0.2%

Holding current value

$15.1 Million

Previous $14.4 Million 5.16%

% of portfolio

7.0%

Previous 7.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$27.34 - $31.02 $353,697 - $401,305	-12,937 Reduced 3.36%	372,664 $11.1 Million
Q3 2022 Oct 24, 2022	BUY	N/A	22,611 Added 6.23%	385,601 $9.95 Million
Q2 2022 Jul 21, 2022	SELL	N/A	-70,154 Reduced 16.2%	362,990 $10.5 Million
Q1 2022 Apr 26, 2022	BUY	N/A	64,296 Added 17.43%	433,144 $0
Q4 2021 Jan 27, 2022	BUY	N/A	368,848 New	368,848 $13,000

Others Institutions Holding SPDW

# of Institutions

898

Shares Held

469M

Call Options Held

4.1K

Put Options Held

200

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