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

Leicht Financial Planning & Wealth Management, Inc.

$210 Million
Q2 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 240,225 shares of SPEM stock, worth $11.3 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares

240,225

Previous 123,991 93.74%

Holding current value

$11.3 Million

Previous $4.89 Million 109.92%

% of portfolio

4.88%

Previous 2.56%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$34.72 - $42.74 $4.04 Million - $4.97 Million	116,234 Added 93.74%	240,225 $10.3 Million
Q1 2025 Apr 11, 2025	SELL	$37.07 - $40.63 $52,676 - $57,735	-1,421 Reduced 1.13%	123,991 $4.89 Million
Q4 2024 Mar 14, 2025	SELL	$38.37 - $42.82 $30,849 - $34,427	-804 Reduced 0.64%	125,412 $4.81 Million
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

956

Shares Held

225M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

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.

Account

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