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Spdr S&p 500 Etf shares owned by Landmark Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Landmark Wealth Management from 13F filings

Historical chart of Landmark Wealth Management investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf 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 S&p 500 Etf by Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 33k 573.76
2024-06-30 $15M 27k 544.22
2024-03-31 $1.4M 2.6k 523.07
2023-12-31 $1.4M 2.9k 475.31