Leicht Financial Planning & Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Leicht Financial Planning & Wealth Management, Inc.

  • $199 Million
  • Q3 2024

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 469,025 shares of SPDW stock, worth $16.7 Million. This represents 8.87% of its overall portfolio holdings.

Number of Shares
469,025
Previous 454,572 3.18%
Holding current value
$16.7 Million
Previous $15.9 Million 10.47%
% of portfolio
8.87%
Previous 8.49%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$33.74 - $37.96 $487,644 - $548,635
14,453 Added 3.18%
469,025 $17.6 Million
Q2 2024

Jul 19, 2024
BUY
$34.2 - $36.64 $165,904 - $177,740
4,851 Added 1.08%
454,572 $15.9 Million
Q1 2024

Apr 30, 2024
BUY
$32.85 - $35.9 $110,638 - $120,911
3,368 Added 0.75%
449,721 $16.1 Million
Q4 2023

Jan 12, 2024
SELL
$29.46 - $34.07 $3.15 Million - $3.64 Million
-106,765 Reduced 19.3%
446,353 $15.2 Million
Q3 2023

Oct 24, 2023
BUY
$30.88 - $33.58 $890,116 - $967,943
28,825 Added 5.5%
553,118 $17.2 Million
Q2 2023

Jul 13, 2023
SELL
$31.7 - $33.66 $550,438 - $584,472
-17,364 Reduced 3.21%
524,293 $17.1 Million
Q1 2023

May 04, 2023
BUY
$29.83 - $32.71 $5.8 Million - $6.36 Million
194,430 Added 56.0%
541,657 $17.4 Million
Q4 2022

Jan 19, 2023
SELL
$25.7 - $31.02 $1.18 Million - $1.43 Million
-46,017 Reduced 11.7%
347,227 $0
Q3 2022

Nov 07, 2022
BUY
$25.67 - $30.93 $755,853 - $910,733
29,445 Added 8.09%
393,244 $10.1 Million
Q2 2022

Oct 28, 2022
SELL
$28.57 - $34.74 $10.4 Million - $12.6 Million
-363,800 Reduced 50.0%
363,799 $10.5 Million
Q2 2022

Jul 13, 2022
BUY
$28.57 - $34.74 $10.4 Million - $12.7 Million
364,685 Added 100.49%
727,599 $10.5 Million
Q1 2022

Apr 26, 2022
BUY
$31.42 - $36.91 $647,252 - $760,345
20,600 Added 6.02%
362,914 $12.4 Million
Q4 2021

Feb 11, 2022
BUY
$35.28 - $37.98 $276,983 - $298,180
7,851 Added 2.35%
342,314 $12.5 Million
Q3 2021

Oct 22, 2021
BUY
$35.68 - $38.17 $4.35 Million - $4.66 Million
122,020 Added 57.44%
334,463 $12.4 Million
Q2 2021

Jul 23, 2021
BUY
$35.87 - $38.34 $7.62 Million - $8.15 Million
212,443 New
212,443 $7.79 Million

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
489M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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