Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$28.91 - $37.99 $7.87 Million - $10.3 Million	-272,080 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$26.14 - $39.79 $6.76 Million - $10.3 Million	258,488 Added 1901.77%	272,080 $8.22 Million
Q4 2019 Jan 17, 2020	BUY	$33.81 - $37.94 $459,545 - $515,680	13,592 New	13,592 $514,000

Others Institutions Holding SPLG

# of Institutions

1,144

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.38 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.45 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.03 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$910 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$864 Million
50.16% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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