Landmark Financial Advisors, LLC / SPY
Landmark Financial Advisors, LLC’s State Str Spdr S&P 500 Etf T Position
Does Landmark Financial Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 12.4K shares worth $6M (+2.13% of its 13F portfolio) as of Q4 2023, down from 12.8K shares the prior filed quarter.
Position Value
$6M
Q4 2023
Shares
12.4K
% of Portfolio
+2.13%
Quarters Held
21
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 12.4K | $6M | +2.13% |
| Q3 2023 | 12.8K | $5M | +2.22% |
| Q2 2023 | 12.9K | $6M | +2.35% |
| Q1 2023 | 13.2K | $5M | +2.37% |
| Q4 2022 | 13.3K | $5M | +2.36% |
| Q3 2022 | 13.4K | $5M | +2.54% |
| Q2 2022 | 13.8K | $5M | +2.56% |
| Q1 2022 | 13.8K | $6M | +2.84% |
| Q4 2021 | 14.2K | $7M | +3.01% |
| Q3 2021 | 15.1K | $6M | +3.23% |
| Q2 2021 | 15.0K | $6M | +3.06% |
| Q1 2021 | 15.1K | $6M | +3.22% |
| Q4 2020 | 16.4K | $6M | +3.51% |
| Q3 2020 | 17.9K | $6M | +3.85% |
| Q2 2020 | 19.8K | $6M | +4.10% |
| Q1 2020 | 21.7K | $6M | +4.23% |
| Q4 2019 | 21.6K | $7M | +4.17% |
| Q3 2019 | 22.3K | $7M | +4.11% |
| Q2 2019 | 22.5K | $7M | +4.03% |
| Q1 2019 | 22.7K | $6M | +4.20% |
| Q4 2018 | 23.0K | $6M | +3.76% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Landmark Financial Advisors, LLC’s full portfolio or all institutional holders of SPY.