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

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	BUY	$21.71 - $23.0 $10,898 - $11,546	502 Added 0.17%	289,294 $0
Q3 2022 Nov 07, 2022	BUY	$21.7 - $23.98 $14,669 - $16,210	676 Added 0.23%	288,792 $6.3 Million
Q2 2022 Oct 28, 2022	SELL	$22.34 - $25.22 $6.44 Million - $7.27 Million	-288,116 Reduced 50.0%	288,116 $6.47 Million
Q2 2022 Jul 13, 2022	BUY	$22.34 - $25.22 $6.47 Million - $7.31 Million	289,800 Added 101.18%	576,232 $6.47 Million
Q1 2022 Apr 26, 2022	BUY	$24.49 - $26.54 $7.01 Million - $7.6 Million	286,432 New	286,432 $7.19 Million

Others Institutions Holding SPHY

# of Institutions

348

Shares Held

141M

Call Options Held

Put Options Held

Sei Investments CO Oaks, PA

14.6M
Shares

$344 Million
0.49% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

10.8M
Shares

$255 Million
13.1% of portfolio
Wells Fargo & Company San Francisco, CA

8.22M
Shares

$193 Million
0.05% of portfolio
Neuberger Berman Group LLC New York, NY

8.12M
Shares

$191 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.79M
Shares

$136 Million
0.04% of portfolio

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