Landmark Wealth Management (Illinois)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
28,914
+6,772
| +31% | +$4.18M | 7.65% | 4 |
|
|
2025
Q1 | $12.4M | Sell |
22,142
-8,955
| -29% | -$5.01M | 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% | +$3.36M | 9.49% | 2 |
|
|
2024
Q2 | $14.9M | Buy |
27,334
+24,687
| +933% | +$13.4M | 8.19% | 2 |
|
|
2024
Q1 | $1.38M | Sell |
2,647
-270
| -9% | -$141K | 14.25% | 2 |
|
|
2023
Q4 | $1.39M | Buy |
+2,917
| New | +$1.39M | 14.31% | 2 |
|