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

Leicht Financial Planning & Wealth Management, Inc.

$222 Million
Q3 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 852,291 shares of SPMB stock, worth $19.1 Million. This represents 8.62% of its overall portfolio holdings.

Number of Shares

852,291

Previous 861,456 1.06%

Holding current value

$19.1 Million

Previous $19 Million 0.46%

% of portfolio

8.62%

Previous 9.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$21.77 - $22.57 $199,522 - $206,854	-9,165 Reduced 1.06%	852,291 $19.1 Million
Q2 2025 Aug 08, 2025	BUY	$21.55 - $22.2 $1.6 Million - $1.65 Million	74,112 Added 9.41%	861,456 $19 Million
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

255

Shares Held

274M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

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