Landmark Wealth Management (Illinois)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Landmark Wealth Management (Illinois)’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.8M	Sell	35,116 -5,872	-14%	-$3.99M	8.61%	4
2025 Q4	$28M	Sell	40,988 -702	-2%	-$474K	10.56%	4
2025 Q3	$27.8M	Buy	41,690 +12,776	+44%	+$8.19M	10.84%	4
2025 Q2	$17.9M	Buy	28,914 +6,772	+31%	+$3.87M	7.65%	4
2025 Q1	$12.4M	Sell	22,142 -8,955	-29%	-$5.26M	5.91%	7
2024 Q4	$18.2M	Sell	31,097 -2,094	-6%	-$1.23M	8.87%	2
2024 Q3	$19M	Buy	33,191 +5,857	+21%	+$3.24M	9.49%	2
2024 Q2	$14.9M	Buy	27,334 +24,687	+933%	+$12.9M	8.19%	2
2024 Q1	$1.38M	Sell	2,647 -270	-9%	-$134K	14.25%	2
2023 Q4	$1.39M	Buy	+2,917	New	+$1.3M	14.31%	2

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s SPY Position: Q1 2026 in Review

Landmark Wealth Management (Illinois) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q1 2026, selling an estimated $3.99M and leaving 35,116 shares worth $22.8M. The position accounts for 8.61% of the portfolio, ranked #4.

Landmark Wealth Management (Illinois) first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $28M in Q4 2025. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Landmark Wealth Management (Illinois) held 35,116 shares of State Street SPDR S&P 500 ETF Trust worth $22.8M as of Q1 2026.
Landmark Wealth Management (Illinois) sold 5,872 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.99M.
State Street SPDR S&P 500 ETF Trust made up 8.61% of Landmark Wealth Management (Illinois)'s portfolio in Q1 2026, its #4 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Landmark Wealth Management (Illinois)'s State Street SPDR S&P 500 ETF Trust position peaked at $28M in Q4 2025.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 22 Apr 2026.