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 126,216 shares of SPEM stock, worth $4.9 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares

126,216

Previous 123,399 2.28%

Holding current value

$4.9 Million

Previous $4.65 Million 12.09%

% of portfolio

2.62%

Previous 2.48%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$36.02 - $41.68 $101,468 - $117,412	2,817 Added 2.28%	126,216 $5.21 Million
Q2 2024 Jul 19, 2024	SELL	$35.3 - $38.79 $73,282 - $80,528	-2,076 Reduced 1.65%	123,399 $4.65 Million
Q1 2024 Apr 30, 2024	BUY	$33.69 - $36.47 $214,167 - $231,839	6,357 Added 5.34%	125,475 $4.54 Million
Q4 2023 Jan 12, 2024	SELL	$32.26 - $35.46 $41,744 - $45,885	-1,294 Reduced 1.07%	119,118 $4.22 Million
Q3 2023 Oct 24, 2023	BUY	$33.36 - $36.37 $138,877 - $151,408	4,163 Added 3.58%	120,412 $4.04 Million
Q2 2023 Jul 13, 2023	SELL	$33.2 - $35.75 $36,885 - $39,718	-1,111 Reduced 0.95%	116,249 $4 Million
Q1 2023 May 04, 2023	BUY	$32.49 - $36.44 $223,531 - $250,707	6,880 Added 6.23%	117,360 $4.01 Million
Q4 2022 Jan 19, 2023	SELL	$30.18 - $34.51 $83,326 - $95,282	-2,761 Reduced 2.44%	110,480 $0
Q3 2022 Nov 07, 2022	BUY	$31.04 - $35.55 $124,004 - $142,022	3,995 Added 3.66%	113,241 $3.52 Million
Q2 2022 Oct 28, 2022	SELL	$33.85 - $40.03 $3.7 Million - $4.37 Million	-109,247 Reduced 50.0%	109,246 $3.8 Million
Q2 2022 Jul 13, 2022	BUY	$33.85 - $40.03 $3.73 Million - $4.41 Million	110,084 Added 101.55%	218,493 $3.78 Million
Q1 2022 Apr 26, 2022	BUY	$35.69 - $43.02 $373,567 - $450,290	10,467 Added 10.69%	108,409 $4.19 Million
Q4 2021 Feb 11, 2022	BUY	$40.07 - $44.51 $50,728 - $56,349	1,266 Added 1.31%	97,942 $4.06 Million
Q3 2021 Oct 22, 2021	BUY	$41.44 - $45.27 $4.01 Million - $4.38 Million	96,676 New	96,676 $4.16 Million

Others Institutions Holding SPEM

# of Institutions

875

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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