Landmark Wealth Management (New York)’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
17,330
-198
| -1% | -$14.4K | 0.54% | 41 |
|
|
2025
Q1 | $1.15M | Buy |
17,528
+630
| +4% | +$41.4K | 0.51% | 41 |
|
|
2024
Q4 | $1.17M | Sell |
16,898
-1,535
| -8% | -$106K | 0.52% | 40 |
|
|
2024
Q3 | $1.24M | Buy |
18,433
+51
| +0.3% | +$3.44K | 0.54% | 40 |
|
|
2024
Q2 | $1.18M | Buy |
18,382
+1,048
| +6% | +$67K | 0.92% | 26 |
|
|
2024
Q1 | $1.07M | Sell |
17,334
-204
| -1% | -$12.6K | 0.49% | 42 |
|
|
2023
Q4 | $980K | Sell |
17,538
-32
| -0.2% | -$1.79K | 0.48% | 41 |
|
|
2023
Q3 | $883K | Sell |
17,570
-40
| -0.2% | -$2.01K | 0.5% | 43 |
|
|
2023
Q2 | $918K | Sell |
17,610
-1,640
| -9% | -$85.5K | 0.81% | 23 |
|
|
2023
Q1 | $927K | Buy |
19,250
+105
| +0.5% | +$5.06K | 0.52% | 39 |
|
|
2022
Q4 | $861K | Sell |
19,145
-1,537
| -7% | -$69.1K | 0.62% | 38 |
|
|
2022
Q3 | $868K | Buy |
20,682
+1,436
| +7% | +$60.3K | 0.66% | 38 |
|
|
2022
Q2 | $853K | Sell |
19,246
-21,380
| -53% | -$948K | 1.09% | 19 |
|
|
2022
Q1 | $1.1M | Buy |
40,626
+20,443
| +101% | +$553K | 0.58% | 37 |
|
|
2021
Q4 | $1K | Buy |
+20,183
| New | +$1K | 0.58% | 35 |
|