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 Q2	$31M	Buy	41,465 +6,349	+18%	+$4.6M	10.25%	4
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s SPY Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, buying an estimated $4.6M and bringing the position to 41,465 shares worth $31M. The position accounts for 10.25% of the portfolio, ranked #4.

Landmark Wealth Management (Illinois) first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Landmark Wealth Management (Illinois) held 41,465 shares of State Street SPDR S&P 500 ETF Trust worth $31M as of Q2 2026.
Landmark Wealth Management (Illinois) bought 6,349 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.6M.
State Street SPDR S&P 500 ETF Trust made up 10.25% of Landmark Wealth Management (Illinois)'s portfolio in Q2 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 11 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.