Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 433,405 shares of SPYV stock, worth $22.4 Million. This represents 11.53% of its overall portfolio holdings.

Number of Shares

433,405

Previous 416,801 3.98%

Holding current value

$22.4 Million

Previous $20.3 Million 12.77%

% of portfolio

11.53%

Previous 10.82%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$48.51 - $52.86 $805,460 - $877,687	16,604 Added 3.98%	433,405 $22.9 Million
Q2 2024 Jul 19, 2024	BUY	$47.37 - $50.09 $3.16 Million - $3.35 Million	66,813 Added 19.09%	416,801 $20.3 Million
Q1 2024 Apr 30, 2024	SELL	$45.88 - $50.1 $710,772 - $776,149	-15,492 Reduced 4.24%	349,988 $17.5 Million
Q4 2023 Jan 12, 2024	SELL	$39.63 - $46.73 $4.07 Million - $4.8 Million	-102,763 Reduced 21.95%	365,480 $17 Million
Q3 2023 Oct 24, 2023	SELL	$41.15 - $44.69 $430,058 - $467,055	-10,451 Reduced 2.18%	468,243 $19.3 Million
Q2 2023 Jul 13, 2023	SELL	$40.17 - $43.27 $171,043 - $184,243	-4,258 Reduced 0.88%	478,694 $20.7 Million
Q1 2023 May 04, 2023	BUY	$38.68 - $42.77 $6.68 Million - $7.38 Million	172,605 Added 55.62%	482,952 $19.7 Million
Q4 2022 Jan 19, 2023	SELL	$34.79 - $40.71 $431,361 - $504,763	-12,399 Reduced 3.84%	310,347 $0
Q3 2022 Nov 07, 2022	BUY	$34.49 - $40.43 $7.35 Million - $8.62 Million	213,235 Added 194.72%	322,746 $11.1 Million
Q2 2022 Oct 28, 2022	SELL	$35.93 - $42.52 $3.93 Million - $4.66 Million	-109,511 Reduced 50.0%	109,511 $4.03 Million
Q2 2022 Jul 13, 2022	BUY	$35.93 - $42.52 $7.87 Million - $9.31 Million	219,022 New	219,022 $4.03 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Leicht Financial Planning & Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History