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

382

Shares Held

148M

Call Options Held

Put Options Held

Sei Investments CO Oaks, PA

15M
Shares

$356 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$321 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$196 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$148 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$141 Million
6.27% of portfolio

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