SPMD β€” SPDR SER TR

Ownership history in LANDMARK WEALTH MANAGEMENT, INC.  Β·  7 quarters on record

AI Ownership Summary

LANDMARK WEALTH MANAGEMENT, INC. reported SPDR SER TR (SPMD) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.43% in 2025 Q4. The latest visible filing shows SPMD at 1.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANDMARK WEALTH MANAGEMENT, INC.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPMD was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LANDMARK WEALTH MANAGEMENT, INC. held SPMD β€” position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 65,414 +4,859 +8.0% 1.43% $3.8M 2026-02-14 (Est.) $62.30
2025 Q3 ADDED 60,555 +3,979 +7.0% 1.35% $3.5M 2025-10-23 $57.11
2025 Q2 ADDED 56,576 +3,177 +5.9% 1.32% $3.1M 2025-08-05 $54.54
2025 Q1 ADDED 53,399 +6,052 +12.8% 1.30% $2.7M 2025-05-06 $50.22
2024 Q4 REDUCED 47,347 -108 -0.2% 1.26% $2.6M 2025-01-28 $55.86
2024 Q3 ADDED 47,455 +3,075 +6.9% 1.29% $2.6M 2024-11-01 $53.22
2024 Q2 INITIATED 44,380 β€” β€” 1.25% $2.3M 2024-08-13 $50.52

🏒 Other funds also holding SPMD

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.07% Hilltop National Bank 0.03%

FAQ About LANDMARK WEALTH MANAGEMENT, INC. and SPMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANDMARK WEALTH MANAGEMENT, INC. reported owning SPMD?

LANDMARK WEALTH MANAGEMENT, INC. reported SPMD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SPMD position in LANDMARK WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for SPMD was 1.43% in 2025 Q4.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2025 Q4, when LANDMARK WEALTH MANAGEMENT, INC. reported 65,414 shares, equal to 1.43% of portfolio, with an estimated market value of $3.8M.

What does the chart on this SPMD ownership page compare?

The chart compares LANDMARK WEALTH MANAGEMENT, INC.'s quarterly SPMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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