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
248
Shares Held
269M
Call Options Held
35.6K
Put Options Held
3.54K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
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