Leicht Financial Planning & Wealth Management, Inc. Spdr Ser Tr Spdr Portfolio Mor 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 Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 787,344 shares of SPMB stock, worth $17.1 Million. This represents 9.09% of its overall portfolio holdings.

Number of Shares
787,344
Previous 747,164 5.38%
Holding current value
$17.1 Million
Previous $16.1 Million 7.68%
% of portfolio
9.09%
Previous 8.24%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$21.23 - $22.14 $853,021 - $889,585
40,180 Added 5.38%
787,344 $17.3 Million
Q4 2024

Mar 14, 2025
BUY
$21.43 - $22.55 $165,096 - $173,725
7,704 Added 1.04%
747,164 $16.1 Million
Q3 2024

Oct 16, 2024
SELL
$21.35 - $22.73 $251,588 - $267,850
-11,784 Reduced 1.57%
739,460 $16.7 Million
Q2 2024

Jul 19, 2024
BUY
$20.97 - $21.76 $541,361 - $561,756
25,816 Added 3.56%
751,244 $16.2 Million
Q1 2024

Apr 30, 2024
BUY
$21.41 - $22.04 $1.07 Million - $1.1 Million
50,036 Added 7.41%
725,428 $15.8 Million
Q4 2023

Jan 12, 2024
SELL
$20.11 - $22.18 $310,659 - $342,636
-15,448 Reduced 2.24%
675,392 $14.9 Million
Q3 2023

Oct 24, 2023
BUY
$20.73 - $21.96 $411,366 - $435,774
19,844 Added 2.96%
690,840 $14.4 Million
Q2 2023

Jul 13, 2023
BUY
$21.68 - $22.43 $2.72 Million - $2.81 Million
125,399 Added 22.98%
670,996 $14.7 Million
Q1 2023

May 04, 2023
BUY
$21.47 - $22.62 $6.46 Million - $6.8 Million
300,825 Added 122.9%
545,597 $12.1 Million
Q4 2022

Jan 19, 2023
SELL
$20.76 - $22.35 $45,215 - $48,678
-2,178 Reduced 0.88%
244,772 $0
Q3 2022

Nov 07, 2022
SELL
$21.2 - $23.55 $137,482 - $152,721
-6,485 Reduced 2.56%
246,950 $5.3 Million
Q2 2022

Oct 28, 2022
SELL
$22.01 - $23.84 $5.58 Million - $6.04 Million
-253,435 Reduced 50.0%
253,435 $5.79 Million
Q2 2022

Jul 13, 2022
BUY
$22.01 - $23.84 $5.49 Million - $5.95 Million
249,501 Added 96.94%
506,870 $5.8 Million
Q1 2022

Apr 26, 2022
SELL
$23.73 - $25.3 $889,780 - $948,648
-37,496 Reduced 12.72%
257,369 $6.17 Million
Q4 2021

Feb 11, 2022
BUY
$25.33 - $25.72 $907,852 - $921,830
35,841 Added 13.84%
294,865 $7.48 Million
Q3 2021

Oct 22, 2021
BUY
$25.67 - $25.95 $94,183 - $95,210
3,669 Added 1.44%
259,024 $6.68 Million
Q2 2021

Jul 23, 2021
SELL
$25.73 - $26.03 $1.37 Million - $1.38 Million
-53,167 Reduced 17.23%
255,355 $6.61 Million
Q1 2021

Apr 20, 2021
SELL
$25.91 - $26.47 $7.99 Million - $8.17 Million
-308,522 Reduced 50.0%
308,522 $8 Million
Q1 2021

Apr 19, 2021
BUY
$25.91 - $26.47 $7.51 Million - $7.68 Million
289,989 Added 88.67%
617,044 $8.01 Million
Q4 2020

Jan 22, 2021
SELL
$26.39 - $26.62 $1.27 Million - $1.28 Million
-48,164 Reduced 12.84%
327,055 $8.64 Million
Q3 2020

Oct 19, 2020
SELL
$26.58 - $26.79 $1.53 Million - $1.54 Million
-57,377 Reduced 13.26%
375,219 $9.99 Million
Q2 2020

Jul 10, 2020
BUY
$26.53 - $26.95 $11.5 Million - $11.7 Million
432,596 New
432,596 $11.6 Million

Others Institutions Holding SPMB

# of Institutions
246
Shares Held
266M
Call Options Held
5.5K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Leicht Financial Planning & Wealth Management, Inc. Portfolio

Follow Leicht Financial Planning & Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email