Number of Shares
253,644.00
Current Holdings Value*
$12.88 Mil
% of Portfolio
6.14%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
12.57%

LANDMARK WEALTH MANAGEMENT, INC.'s SPDR SSGA U.S. Sector Rotation ETF Holding Summary

As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 253,644.00 shares of SPDR SSGA U.S. Sector Rotation ETF(XLSR), totaling $12.88 Mil. This investment constitutes 6.14% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 1.89% of the outstanding SPDR SSGA U.S. Sector Rotation ETF(XLSR) stock.

The initial trade took place in 2024Q2. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 4 purchases of XLSR, at an average price of $49.79, for a total of 253,644.00 shares. Based on historical transaction data and XLSR's current price of $56.05, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his XLSR holdings is $1.59 Mil, reflecting a 12.57% gain to date.

LANDMARK WEALTH MANAGEMENT, INC. XLSR ($56.05) Holding Chart

LANDMARK WEALTH MANAGEMENT, INC. XLSR ($56.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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