Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 600 Small C 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 Portfolio S&P 600 Small C stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 384,956 shares of SPSM stock, worth $15.8 Million. This represents 8.19% of its overall portfolio holdings.

Number of Shares

384,956

Previous 377,425 2.0%

Holding current value

$15.8 Million

Previous $17 Million 7.81%

% of portfolio

8.19%

Previous 8.67%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$40.03 - $46.81 $301,465 - $352,526	7,531 Added 2.0%	384,956 $15.6 Million
Q4 2024 Mar 14, 2025	BUY	$44.33 - $49.55 $38,256 - $42,761	863 Added 0.23%	377,425 $17 Million
Q3 2024 Oct 16, 2024	BUY	$41.02 - $46.01 $29,493 - $33,081	719 Added 0.19%	376,562 $17.1 Million
Q2 2024 Jul 19, 2024	BUY	$39.75 - $43.15 $361,486 - $392,406	9,094 Added 2.48%	375,843 $15.6 Million
Q1 2024 Apr 30, 2024	BUY	$39.85 - $43.04 $3.51 Million - $3.79 Million	88,015 Added 31.58%	366,749 $15.8 Million
Q4 2023 Jan 12, 2024	SELL	$34.3 - $42.83 $62,391 - $77,907	-1,819 Reduced 0.65%	278,734 $11.8 Million
Q3 2023 Oct 24, 2023	BUY	$36.35 - $41.02 $345,070 - $389,402	9,493 Added 3.5%	280,553 $10.4 Million
Q2 2023 Jul 13, 2023	SELL	$35.57 - $38.94 $8.19 Million - $8.97 Million	-230,295 Reduced 45.93%	271,060 $10.5 Million
Q1 2023 May 04, 2023	BUY	$36.04 - $42.08 $1.09 Million - $1.27 Million	30,214 Added 6.41%	501,355 $18.9 Million
Q4 2022 Jan 19, 2023	SELL	$34.79 - $39.85 $694,199 - $795,166	-19,954 Reduced 4.06%	471,141 $0
Q3 2022 Nov 07, 2022	BUY	$33.99 - $41.52 $792,986 - $968,661	23,330 Added 4.99%	491,095 $16.7 Million
Q2 2022 Oct 28, 2022	SELL	$34.83 - $42.53 $16.3 Million - $19.9 Million	-467,765 Reduced 50.0%	467,765 $16.8 Million
Q2 2022 Jul 13, 2022	BUY	$34.83 - $42.53 $16.4 Million - $20.1 Million	472,099 Added 101.87%	935,530 $16.8 Million
Q1 2022 Apr 26, 2022	BUY	$39.91 - $45.5 $494,883 - $564,200	12,400 Added 2.75%	463,431 $19.5 Million
Q4 2021 Feb 11, 2022	SELL	$42.23 - $46.94 $188,345 - $209,352	-4,460 Reduced 0.98%	451,031 $20.2 Million
Q3 2021 Oct 22, 2021	SELL	$40.71 - $44.23 $2.5 Million - $2.72 Million	-61,466 Reduced 11.89%	455,491 $19.3 Million
Q2 2021 Jul 23, 2021	BUY	$41.43 - $45.3 $4.51 Million - $4.93 Million	108,916 Added 26.69%	516,957 $21.8 Million
Q1 2021 Apr 20, 2021	SELL	$35.43 - $44.75 $14.5 Million - $18.3 Million	-408,041 Reduced 50.0%	408,041 $17.2 Million
Q1 2021 Apr 19, 2021	BUY	$35.43 - $44.75 $23.7 Million - $29.9 Million	669,161 Added 455.46%	816,082 $17.3 Million
Q4 2020 Jan 22, 2021	BUY	$27.77 - $35.98 $220,771 - $286,041	7,950 Added 5.72%	146,921 $5.26 Million
Q3 2020 Oct 19, 2020	BUY	$25.57 - $29.57 $3.55 Million - $4.11 Million	138,971 New	138,971 $3.8 Million

Others Institutions Holding SPSM

# of Institutions

968

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History