LANDMARK WEALTH MANAGEMENT, INC. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, LANDMARK WEALTH MANAGEMENT, INC. opened 82 positions, added to 116, reduced 117 and sold out of 47.
- Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 721,334.
- Q2 2026: Stock SPEM; Country of operation —; Class STATE STREET SPD; Shares before 377,461.
- Q2 2026: Stock FISR; Country of operation —; Class STATE STREET FIX; Shares before 382,677.
- Q2 2026: Stock SPSM; Country of operation —; Class STATE STREET SPD; Shares before 104,370.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1985016), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 721,334 | 0 | -721,334 | $32,928,897 | $0 | -$32,928,897 | 2026-08-05 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 377,461 | 0 | -377,461 | $17,706,696 | $0 | -$17,706,696 | 2026-08-05 |
|---|
| Q2 2026 | FISR
SSGA ACTIVE TR | | STATE STREET FIX | 382,677 | 0 | -382,677 | $9,842,453 | $0 | -$9,842,453 | 2026-08-05 |
|---|
| Q2 2026 | SPSM
SPDR SERIES TRUST | | STATE STREET SPD | 104,370 | 0 | -104,370 | $5,043,159 | $0 | -$5,043,159 | 2026-08-05 |
|---|
| Q2 2026 | SPMD
SPDR SERIES TRUST | | STATE STREET SPD | 65,523 | 0 | -65,523 | $3,880,272 | $0 | -$3,880,272 | 2026-08-05 |
|---|
| Q2 2026 | GWX
SPDR INDEX SHS FDS | | STATE STREET SPD | 72,740 | 0 | -72,740 | $3,071,810 | $0 | -$3,071,810 | 2026-08-05 |
|---|
| Q2 2026 | SPLB
SPDR SERIES TRUST | | STATE STREET SPD | 118,771 | 0 | -118,771 | $2,639,091 | $0 | -$2,639,091 | 2026-08-05 |
|---|
| Q2 2026 | EMHC
SPDR SERIES TRUST | | STATE STREET SPD | 94,371 | 0 | -94,371 | $2,340,401 | $0 | -$2,340,401 | 2026-08-05 |
|---|
| Q2 2026 | JNK
SPDR SERIES TRUST | | STATE STREET SPD | 23,978 | 0 | -23,978 | $2,295,174 | $0 | -$2,295,174 | 2026-08-05 |
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| Q2 2026 | SRLN
SSGA ACTIVE ETF TR | | STATE STREET BLA | 54,415 | 0 | -54,415 | $2,184,218 | $0 | -$2,184,218 | 2026-08-05 |
|---|
| Q2 2026 | SPTL
SPDR SERIES TRUST | | STATE STREET SPD | 75,311 | 0 | -75,311 | $1,980,680 | $0 | -$1,980,680 | 2026-08-05 |
|---|
| Q2 2026 | SPAB
SPDR SERIES TRUST | | STATE STREET SPD | 50,255 | 0 | -50,255 | $1,287,533 | $0 | -$1,287,533 | 2026-08-05 |
|---|
| Q2 2026 | EBND
SPDR SERIES TRUST | | BLOOMBERG EMERGI | 58,707 | 0 | -58,707 | $1,211,712 | $0 | -$1,211,712 | 2026-08-05 |
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| Q2 2026 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 10,844 | 0 | -10,844 | $993,744 | $0 | -$993,744 | 2026-08-05 |
|---|
| Q2 2026 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 15,808 | 0 | -15,808 | $759,574 | $0 | -$759,574 | 2026-08-05 |
|---|
| Q1 2026 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 751,303 | 0 | -751,303 | $33,365,366 | $0 | -$33,365,366 | 2026-04-22 |
|---|
| Q1 2026 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 365,729 | 0 | -365,729 | $17,119,774 | $0 | -$17,119,774 | 2026-04-22 |
|---|
| Q1 2026 | CERY
SPDR SERIES TRUST | | BLOOMBERG ENHNCD | 109,241 | 0 | -109,241 | $3,118,830 | $0 | -$3,118,830 | 2026-04-22 |
|---|
| Q1 2026 | GWX
SPDR INDEX SHS FDS | | S&P INTL SMLCP | 74,421 | 0 | -74,421 | $3,040,842 | $0 | -$3,040,842 | 2026-04-22 |
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| Q4 2025 | IUSB
ISHARES TR | | CORE TOTAL USD | 651,897 | 0 | -651,897 | $30,450,109 | $0 | -$30,450,109 | 2026-02-13 |
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| Q4 2025 | XLSR
SSGA ACTIVE TR | | SPDR SSGA US SCT | 270,204 | 0 | -270,204 | $16,106,861 | $0 | -$16,106,861 | 2026-02-13 |
|---|
| Q4 2025 | SPSM
SPDR SERIES TRUST | | PORTFOLIO S&P600 | 154,475 | 0 | -154,475 | $7,155,282 | $0 | -$7,155,282 | 2026-02-13 |
|---|
| Q4 2025 | JNK
SPDR SERIES TRUST | | BLOOMBERG HIGH Y | 42,742 | 0 | -42,742 | $4,188,289 | $0 | -$4,188,289 | 2026-02-13 |
|---|
| Q4 2025 | SPMD
SPDR SERIES TRUST | | PORTFOLIO S&P400 | 60,555 | 0 | -60,555 | $3,463,141 | $0 | -$3,463,141 | 2026-02-13 |
|---|
| Q4 2025 | FISR
SSGA ACTIVE TR | | SPDR SSGA FXD | 131,558 | 0 | -131,558 | $3,427,744 | $0 | -$3,427,744 | 2026-02-13 |
|---|
| Q4 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 33,941 | 0 | -33,941 | $3,114,087 | $0 | -$3,114,087 | 2026-02-13 |
|---|
| Q4 2025 | EMHC
SPDR SERIES TRUST | | BLOOMBERG EMG MK | 91,339 | 0 | -91,339 | $2,301,094 | $0 | -$2,301,094 | 2026-02-13 |
|---|
| Q4 2025 | SRLN
SSGA ACTIVE ETF TR | | BLACKSTONE SENR | 51,350 | 0 | -51,350 | $2,135,133 | $0 | -$2,135,133 | 2026-02-13 |
|---|
| Q4 2025 | TIPX
SPDR SERIES TRUST | | BLOOMBERG 1 10 Y | 56,005 | 0 | -56,005 | $1,080,336 | $0 | -$1,080,336 | 2026-02-13 |
|---|
| Q4 2025 | SPIB
SPDR SERIES TRUST | | PORTFOLIO INTRMD | 19,262 | 0 | -19,262 | $652,789 | $0 | -$652,789 | 2026-02-13 |
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| Q4 2025 | XLRE
SELECT SECTOR SPDR TR | | RL EST SEL SEC | 4,751 | 0 | -4,751 | $200,160 | $0 | -$200,160 | 2026-02-13 |
|---|
| Q3 2025 | SPLB
SPDR SERIES TRUST | | PORTFOLIO LN COR | 148,474 | 0 | -148,474 | $3,351,058 | $0 | -$3,351,058 | 2025-10-23 |
|---|
| Q3 2025 | SPAB
SPDR SERIES TRUST | | PORTFOLIO AGRGTE | 130,704 | 0 | -130,704 | $3,346,022 | $0 | -$3,346,022 | 2025-10-23 |
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| Q3 2025 | RWR
SPDR SERIES TRUST | | DJ REIT ETF | 29,170 | 0 | -29,170 | $2,813,155 | $0 | -$2,813,155 | 2025-10-23 |
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| Q3 2025 | RWX
SPDR INDEX SHS FDS | | DJ INTL RL ETF | 36,434 | 0 | -36,434 | $998,292 | $0 | -$998,292 | 2025-10-23 |
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| Q3 2025 | SPTL
SPDR SERIES TRUST | | PORTFOLIO LN TSR | 36,104 | 0 | -36,104 | $959,644 | $0 | -$959,644 | 2025-10-23 |
|---|
| Q2 2025 | SPEU
SPDR INDEX SHS FDS | | PORTFLO EURP ETF | 57,356 | 0 | -57,356 | $2,524,238 | $0 | -$2,524,238 | 2025-08-05 |
|---|
| Q2 2025 | OMFS
INVESCO EXCH TRD SLF IDX FD | | RUSL 2000 DYNM | 28,982 | 0 | -28,982 | $1,101,019 | $0 | -$1,101,019 | 2025-08-05 |
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| Q2 2025 | ANGL
VANECK ETF TRUST | | FALLEN ANGEL HG | 36,270 | 0 | -36,270 | $1,046,766 | $0 | -$1,046,766 | 2025-08-05 |
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| Q2 2025 | XMHQ
INVESCO EXCHANGE TRADED FD T | | S&P MDCP QUALITY | 9,135 | 0 | -9,135 | $836,127 | $0 | -$836,127 | 2025-08-05 |
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| Q2 2025 | AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 11,034 | 0 | -11,034 | $663,916 | $0 | -$663,916 | 2025-08-05 |
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| Q2 2025 | JPMB
J P MORGAN EXCHANGE TRADED F | | USD EMRNG MKT | 17,003 | 0 | -17,003 | $655,479 | $0 | -$655,479 | 2025-08-05 |
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| Q2 2025 | FTGC
FIRST TR EXCHANGE TRAD FD VI | | FST TR GLB FD | 9,093 | 0 | -9,093 | $232,048 | $0 | -$232,048 | 2025-08-05 |
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| Q2 2025 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 2,402 | 0 | -2,402 | $222,107 | $0 | -$222,107 | 2025-08-05 |
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| Q2 2025 | COM
DIREXION SHS ETF TR | | AUSPCE CMD STG | 7,222 | 0 | -7,222 | $211,893 | $0 | -$211,893 | 2025-08-05 |
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| Q4 2024 | SPAB
SPDR SER TR | | PORTFOLIO AGRGTE | 54,935 | 0 | -54,935 | $1,436,001 | $0 | -$1,436,001 | 2025-01-28 |
|---|
| Q4 2024 | SPTL
SPDR SER TR | | PORTFOLIO LN TSR | 26,370 | 0 | -26,370 | $766,576 | $0 | -$766,576 | 2025-01-28 |
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