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

Landmark Wealth Management (New York)’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	$1.05M	Sell	1,410 -7	-0.5%	-$5.08K	0.25%	71
2026 Q1	$922K	Buy	1,417 +661	+87%	+$449K	0.25%	74
2025 Q4	$516K	Hold	756	–	–	0.2%	57
2025 Q3	$503K	Sell	756 -3	-0.4%	-$1.92K	0.2%	59
2025 Q2	$469K	Buy	759 +2	+0.3%	+$1.14K	0.2%	61
2025 Q1	$424K	Buy	757 +1	+0.1%	+$588	0.19%	56
2024 Q4	$443K	Sell	756 -6	-0.8%	-$3.54K	0.2%	53
2024 Q3	$437K	Buy	762 +1	+0.1%	+$553	0.19%	55
2024 Q2	$414K	Sell	761 -1	-0.1%	-$523	0.32%	35
2024 Q1	$399K	Buy	762 +309	+68%	+$154K	0.18%	54
2023 Q4	$215K	Buy	+453	New	+$202K	0.11%	72
2023 Q3	–	Sell	-454	Closed	-$201K	–	74
2023 Q2	$201K	Buy	+454	New	+$191K	0.18%	40
2023 Q1	–	Sell	-558	Closed	-$213K	–	72
2022 Q4	$213K	Buy	+558	New	+$214K	0.15%	65
2022 Q3	–	Sell	-694	Closed	-$262K	–	67
2022 Q2	$262K	Sell	694 -1,166	-63%	-$478K	0.33%	33
2022 Q1	$421K	Buy	+1,860	New	+$828K	0.22%	53

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 (New York)'s SPY Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.49% in Q2 2026, selling an estimated $5.08K and leaving 1,410 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #71.

Landmark Wealth Management (New York) first reported a position in SPY in Q1 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Landmark Wealth Management (New York) held 1,410 shares of State Street SPDR S&P 500 ETF Trust worth $1.05M as of Q2 2026.
Landmark Wealth Management (New York) sold 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #71 holding.
Landmark Wealth Management (New York) first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 15 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.