LANDMARK WEALTH MANAGEMENT, INC. SPAB — SPDR SER TR

Ownership history in LANDMARK WEALTH MANAGEMENT, INC.  ·  5 quarters on record

AI Ownership Summary

LANDMARK WEALTH MANAGEMENT, INC. reported SPDR SER TR (SPAB) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.43% in 2025 Q2. The latest visible filing shows SPAB at 0.49% 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 SPAB 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
2026 Q1

SPAB was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

SPAB stock page LANDMARK WEALTH MANAGEMENT, INC. fund profile LANDMARK WEALTH MANAGEMENT, INC. full holdings
How LANDMARK WEALTH MANAGEMENT, INC. held SPAB — position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 50,255 +29,220 +138.9% 0.49% $1.3M 2026-04-22 $25.60
2025 Q4 REDUCED 83.9% +0.2% ❌ 21,035 -109,669 -83.9% 0.20% $542K 2026-02-13 $25.79
2025 Q2 ADDED — — — 130,704 +121,892 +1383.3% 1.43% $3.3M 2025-08-05 $24.84
2025 Q1 REDUCED 84.0% +1.2% ❌ 8,812 -46,123 -84.0% 0.11% $225K 2025-05-06 $24.30
2024 Q3 INITIATED — — — 54,935 — — 0.72% $1.4M 2024-11-01 $23.75

🏢 Other funds also holding SPAB

As of 2026 Q1 — sorted by position size

ARRIEN INVESTMENTS, INC. 18.93% Mueller Wealth, LLC 17.4% My Portfolio Guide, LLC 16.28% TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.9% RETIREMITTEN FINANCIAL LLC 14.14% Trinity Wealth Management, LLC 3Y 12.76% Kagan Cocozza Asset Management 12.62% Financial Planning Fort Collins, LLC 10.03% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 9.92% TRUEFG, LLC 3Y 8.43%

FAQ About LANDMARK WEALTH MANAGEMENT, INC. and SPAB

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 SPAB?

LANDMARK WEALTH MANAGEMENT, INC. reported SPAB across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for SPAB was 1.43% in 2025 Q2.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2026 Q1, when LANDMARK WEALTH MANAGEMENT, INC. reported 50,255 shares, equal to 0.49% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SPAB ownership page compare?

The chart compares LANDMARK WEALTH MANAGEMENT, INC.'s quarterly SPAB 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.

How well did LANDMARK WEALTH MANAGEMENT, INC. time their SPAB position?

Based on 13F filing dates vs. subsequent SPAB price moves, LANDMARK WEALTH MANAGEMENT, INC. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SPAB relative to SPY over the holding period was -10.4%.

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