Landmark Wealth Management (New York)’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 | $469K | Buy |
759
+2
| +0.3% | +$1.24K | 0.2% | 61 |
|
|
2025
Q1 | $424K | Buy |
757
+1
| +0.1% | +$560 | 0.19% | 56 |
|
|
2024
Q4 | $443K | Sell |
756
-6
| -0.8% | -$3.52K | 0.2% | 53 |
|
|
2024
Q3 | $437K | Buy |
762
+1
| +0.1% | +$573 | 0.19% | 55 |
|
|
2024
Q2 | $414K | Sell |
761
-1
| -0.1% | -$544 | 0.32% | 35 |
|
|
2024
Q1 | $399K | Buy |
762
+309
| +68% | +$162K | 0.18% | 54 |
|
|
2023
Q4 | $215K | Buy |
+453
| New | +$215K | 0.11% | 72 |
|
|
2023
Q3 | – | Sell |
-454
| Closed | -$201K | – | 74 |
|
|
2023
Q2 | $201K | Buy |
+454
| New | +$201K | 0.18% | 40 |
|
|
2023
Q1 | – | Sell |
-558
| Closed | -$213K | – | 72 |
|
|
2022
Q4 | $213K | Buy |
+558
| New | +$213K | 0.15% | 65 |
|
|
2022
Q3 | – | Sell |
-694
| Closed | -$262K | – | 67 |
|
|
2022
Q2 | $262K | Sell |
694
-1,166
| -63% | -$440K | 0.33% | 33 |
|
|
2022
Q1 | $421K | Buy |
+1,860
| New | +$421K | 0.22% | 53 |
|