Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Intermediate Te 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 Portfolio Intermediate Te stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 304,095 shares of SPIB stock, worth $10.2 Million. This represents 5.3% of its overall portfolio holdings.

Number of Shares

304,095

Previous 293,655 3.56%

Holding current value

$10.2 Million

Previous $9.62 Million 5.04%

% of portfolio

5.3%

Previous 4.92%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$32.5 - $33.3 $339,300 - $347,651	10,440 Added 3.56%	304,095 $10.1 Million
Q4 2024 Mar 14, 2025	BUY	$32.65 - $33.68 $83,453 - $86,086	2,556 Added 0.88%	293,655 $9.62 Million
Q3 2024 Oct 16, 2024	BUY	$32.36 - $33.78 $15,597 - $16,281	482 Added 0.17%	291,099 $9.81 Million
Q2 2024 Jul 19, 2024	BUY	$32.02 - $32.68 $282,608 - $288,433	8,826 Added 3.13%	290,617 $9.46 Million
Q1 2024 Apr 30, 2024	BUY	$32.38 - $32.91 $713,946 - $725,632	22,049 Added 8.49%	281,791 $9.21 Million
Q4 2023 Jan 12, 2024	SELL	$30.91 - $32.89 $320,505 - $341,036	-10,369 Reduced 3.84%	259,742 $8.53 Million
Q3 2023 Oct 24, 2023	BUY	$31.4 - $32.25 $64,841 - $66,596	2,065 Added 0.77%	270,111 $8.49 Million
Q2 2023 Jul 13, 2023	SELL	$31.95 - $32.66 $1.48 Million - $1.51 Million	-46,296 Reduced 14.73%	268,046 $8.61 Million
Q1 2023 May 04, 2023	BUY	$31.67 - $32.83 $3.51 Million - $3.64 Million	110,849 Added 54.47%	314,342 $10.2 Million
Q4 2022 Jan 19, 2023	BUY	$30.74 - $32.36 $27,020 - $28,444	879 Added 0.43%	203,493 $0
Q3 2022 Nov 07, 2022	SELL	$31.11 - $33.37 $241,662 - $259,218	-7,768 Reduced 3.69%	202,614 $6.35 Million
Q2 2022 Oct 28, 2022	SELL	$32.03 - $34.08 $6.74 Million - $7.17 Million	-210,383 Reduced 50.0%	210,382 $6.87 Million
Q2 2022 Jul 13, 2022	BUY	$32.03 - $34.08 $6.61 Million - $7.03 Million	206,416 Added 96.3%	420,765 $6.87 Million
Q1 2022 Apr 26, 2022	BUY	$33.91 - $36.04 $136,691 - $145,277	4,031 Added 1.92%	214,349 $7.32 Million
Q4 2021 Feb 11, 2022	BUY	$35.97 - $36.6 $9,064 - $9,223	252 Added 0.12%	210,318 $7.6 Million
Q3 2021 Oct 22, 2021	BUY	$36.52 - $36.95 $292,415 - $295,858	8,007 Added 3.96%	210,066 $7.73 Million
Q2 2021 Jul 23, 2021	SELL	$36.19 - $36.73 $11,834 - $12,010	-327 Reduced 0.16%	202,059 $7.43 Million
Q1 2021 Apr 20, 2021	SELL	$36.13 - $37.14 $7.31 Million - $7.52 Million	-202,386 Reduced 50.0%	202,386 $7.34 Million
Q1 2021 Apr 19, 2021	BUY	$36.13 - $37.14 $7.44 Million - $7.65 Million	205,988 Added 103.62%	404,772 $7.33 Million
Q4 2020 Jan 22, 2021	SELL	$36.68 - $37.18 $462,938 - $469,248	-12,621 Reduced 5.97%	198,784 $7.39 Million
Q3 2020 Oct 19, 2020	SELL	$36.54 - $37.05 $868,848 - $880,974	-23,778 Reduced 10.11%	211,405 $7.77 Million
Q2 2020 Jul 10, 2020	SELL	$33.74 - $36.53 $689,510 - $746,527	-20,436 Reduced 7.99%	235,183 $8.59 Million
Q1 2020 Apr 13, 2020	BUY	$30.81 - $36.22 $7.02 Million - $8.26 Million	227,959 Added 824.15%	255,619 $8.69 Million
Q4 2019 Jan 17, 2020	BUY	$35.06 - $35.42 $969,759 - $979,717	27,660 New	27,660 $977,000

Others Institutions Holding SPIB

# of Institutions

627

Shares Held

246M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio Intermediate Te Transaction History