Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Leicht Financial Planning & Wealth Management, Inc.
- $210 Million
- Q2 2025
A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 390,289 shares of SPSM stock, worth $16.8 Million. This represents 7.9% of its overall portfolio holdings.
Number of Shares
390,289
Previous 384,956
1.39%
Holding current value
$16.8 Million
Previous $15.6 Million
6.38%
% of portfolio
7.9%
Previous 8.19%
Shares
22 transactions
Others Institutions Holding SPSM
# of Institutions
977Shares Held
200MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$972 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$967 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$695 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$270 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$243 Million0.04% of portfolio