Leicht Financial Planning & Wealth Management, Inc. Industrial Sector Spdr Transaction History

Leicht Financial Planning & Wealth Management, Inc.

  • $199 Million
  • Q3 2024

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 37,155 shares of XLI stock, worth $4.99 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
37,155
Previous 37,212 0.15%
Holding current value
$4.99 Million
Previous $4.54 Million 10.96%
% of portfolio
2.53%
Previous 2.42%

Shares

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

Oct 16, 2024
SELL
$120.56 - $135.44 $6,871 - $7,720
-57 Reduced 0.15%
37,155 $5.03 Million
Q2 2024

Jul 19, 2024
BUY
$120.47 - $125.94 $824,617 - $862,059
6,845 Added 22.54%
37,212 $4.54 Million
Q1 2024

Apr 30, 2024
SELL
$110.23 - $125.96 $315,257 - $360,245
-2,860 Reduced 8.61%
30,367 $3.83 Million
Q4 2023

Jan 12, 2024
SELL
$96.44 - $114.13 $651,645 - $771,176
-6,757 Reduced 16.9%
33,227 $3.79 Million
Q3 2023

Oct 24, 2023
SELL
$100.74 - $110.75 $2.04 Million - $2.24 Million
-20,229 Reduced 33.6%
39,984 $4.05 Million
Q2 2023

Jul 13, 2023
SELL
$96.85 - $107.32 $174,039 - $192,854
-1,797 Reduced 2.9%
60,213 $6.46 Million
Q1 2023

May 04, 2023
BUY
$96.51 - $103.67 $5.98 Million - $6.43 Million
62,010 New
62,010 $6.27 Million
Q2 2022

Jul 13, 2022
SELL
$85.56 - $102.18 $5.74 Million - $6.86 Million
-67,137 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$95.6 - $107.05 $55,065 - $61,660
-576 Reduced 0.85%
67,137 $6.91 Million
Q4 2021

Feb 11, 2022
BUY
$98.64 - $107.12 $202,014 - $219,381
2,048 Added 3.12%
67,713 $7.17 Million
Q3 2021

Oct 22, 2021
BUY
$97.84 - $105.53 $163,294 - $176,129
1,669 Added 2.61%
65,665 $6.51 Million
Q2 2021

Jul 23, 2021
SELL
$98.78 - $105.53 $24,003 - $25,643
-243 Reduced 0.38%
63,996 $6.58 Million
Q1 2021

Apr 20, 2021
SELL
$84.77 - $98.77 $5.45 Million - $6.34 Million
-64,239 Reduced 50.0%
64,239 $6.32 Million
Q1 2021

Apr 19, 2021
BUY
$84.77 - $98.77 $5.33 Million - $6.21 Million
62,892 Added 95.89%
128,478 $6.34 Million
Q4 2020

Jan 22, 2021
BUY
$74.87 - $89.65 $282,709 - $338,518
3,776 Added 6.11%
65,586 $5.81 Million
Q3 2020

Oct 19, 2020
BUY
$67.14 - $79.9 $230,894 - $274,776
3,439 Added 5.89%
61,810 $4.75 Million
Q2 2020

Jul 10, 2020
BUY
$56.34 - $76.29 $3.09 Million - $4.18 Million
54,826 Added 1546.57%
58,371 $4 Million
Q1 2017

Aug 14, 2017
SELL
N/A
-1,025 Reduced 22.43%
3,545 $227,000
Q4 2016

Aug 14, 2017
BUY
N/A
4,570
4,570 $289,000

Others Institutions Holding XLI

# of Institutions
1,438
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Leicht Financial Planning & Wealth Management, Inc. Portfolio

Follow Leicht Financial Planning & Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email