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

Leicht Financial Planning & Wealth Management, Inc.

$191 Million
Q1 2025

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 494,272 shares of SPDW stock, worth $18.2 Million. This represents 9.52% of its overall portfolio holdings.

Number of Shares

494,272

Previous 479,953 2.98%

Holding current value

$18.2 Million

Previous $16.4 Million 10.83%

% of portfolio

9.52%

Previous 8.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$33.84 - $37.77 $484,554 - $540,828	14,319 Added 2.98%	494,272 $18.2 Million
Q4 2024 Mar 14, 2025	BUY	$34.13 - $37.35 $372,972 - $408,160	10,928 Added 2.33%	479,953 $16.4 Million
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

1,049

Shares Held

535M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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