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Spdr Ser Tr shares owned by Landmark Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Landmark Wealth Management from 13F filings

Historical chart of Landmark Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Landmark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 175k 28.65
2025-06-30 $2.4M 87k 27.23
2025-03-31 $3.9M 142k 27.71
2024-12-31 $1.7M 67k 25.89

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Bloomberg Enhncd (CERY)
Spdr Series Trust Bloomberg High Y (JNK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Landmark Wealth Management

Top funds holding Spdr Ser Tr

State Street Corporation
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Assetmark
Cambria Investment Management
Austin Private Wealth
Park Avenue Securities
Aspire Private Capital
Empowered Funds
Advisor Group Holdings
Landmark Wealth Management
Raymond James Financial
Leo Wealth
Private Advisory

View all funds holding Spdr Ser Tr