Landmark Wealth Management, LLC Spdr Portfolio Transaction History

Landmark Wealth Management, LLC

$227 Million
Q1 2025

A detailed history of Landmark Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 6,733 shares of SPMD stock, worth $336,246. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,733

Previous 4,971 35.45%

Holding current value

$336,246

Previous $272,000 26.84%

% of portfolio

0.15%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$50.21 - $57.73 $88,470 - $101,720	1,762 Added 35.45%	6,733 $345,000
Q4 2024 Jan 22, 2025	SELL	$54.13 - $59.56 $9,364 - $10,303	-173 Reduced 3.36%	4,971 $272,000
Q3 2024 Oct 30, 2024	SELL	$50.29 - $54.92 $19,361 - $21,144	-385 Reduced 6.96%	5,144 $281,000
Q2 2024 Jul 25, 2024	SELL	$49.54 - $53.39 $2,427 - $2,616	-49 Reduced 0.88%	5,529 $284,000
Q1 2024 Apr 24, 2024	SELL	$47.16 - $53.34 $10,328 - $11,681	-219 Reduced 3.78%	5,578 $298,000
Q4 2023 Jan 22, 2024	SELL	$40.76 - $49.2 $1,263 - $1,525	-31 Reduced 0.53%	5,797 $282,000
Q3 2023 Oct 13, 2023	SELL	$43.23 - $47.8 $4,712 - $5,210	-109 Reduced 1.84%	5,828 $255,000
Q1 2023 Apr 17, 2023	SELL	$41.67 - $47.74 $2,041 - $2,339	-49 Reduced 0.82%	5,937 $261,000
Q4 2022 Jan 20, 2023	SELL	$39.32 - $45.21 $5,504 - $6,329	-140 Reduced 2.29%	5,986 $254,000
Q3 2022 Oct 24, 2022	SELL	$38.55 - $46.17 $32,150 - $38,505	-834 Reduced 11.98%	6,126 $236,000
Q2 2022 Jul 21, 2022	BUY	$38.67 - $47.45 $24,400 - $29,940	631 Added 9.97%	6,960 $276,000
Q1 2022 Apr 26, 2022	BUY	$44.15 - $50.14 $279,425 - $317,336	6,329 New	6,329 $0

Others Institutions Holding SPMD

# of Institutions

732

Shares Held

209M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Industry ETFs

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Landmark Wealth Management, LLC Spdr Portfolio Transaction History