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

Landmark Wealth Management, LLC

$128 Million
Q2 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 7,313 shares of SPEM stock, worth $309,705. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,313

Previous 7,379 0.89%

Holding current value

$309,705

Previous $267,000 3.0%

% of portfolio

0.21%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$35.3 - $38.79 $2,329 - $2,560	-66 Reduced 0.89%	7,313 $275,000
Q1 2024 Apr 24, 2024	SELL	$33.69 - $36.47 $1,954 - $2,115	-58 Reduced 0.78%	7,379 $267,000
Q4 2023 Jan 22, 2024	BUY	$32.26 - $35.46 $14,129 - $15,531	438 Added 6.26%	7,437 $263,000
Q3 2023 Oct 13, 2023	BUY	$33.36 - $36.37 $17,580 - $19,166	527 Added 8.14%	6,999 $235,000
Q2 2023 Jul 14, 2023	BUY	$33.2 - $35.75 $2,025 - $2,180	61 Added 0.95%	6,472 $222,000
Q1 2023 Apr 17, 2023	BUY	$32.49 - $36.44 $208,293 - $233,616	6,411 New	6,411 $219,000
Q2 2022 Jul 21, 2022	BUY	$33.85 - $40.03 $3,215 - $3,802	95 Added 1.61%	6,001 $209,000
Q1 2022 Apr 26, 2022	BUY	$35.69 - $43.02 $210,785 - $254,076	5,906 New	5,906 $0

Others Institutions Holding SPEM

# of Institutions

766

Shares Held

194M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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