Landmark Wealth Management (New York)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $503K | Sell |
|
|||||
|
2025
Q2 | $469K | Buy |
|
|||||
|
2025
Q1 | $424K | Buy |
|
|||||
|
2024
Q4 | $443K | Sell |
|
|||||
|
2024
Q3 | $437K | Buy |
|
|||||
|
2024
Q2 | $414K | Sell |
|
|||||
|
2024
Q1 | $399K | Buy |
|
|||||
|
2023
Q4 | $215K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $201K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $213K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $262K | Sell |
|
|||||
|
2022
Q1 | $421K | Buy |
|