A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 106,785 shares of XLF stock, worth $5.18 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
106,785
Previous 111,817 4.5%
Holding current value
$5.18 Million
Previous $4.6 Million 5.29%
% of portfolio
2.44%
Previous 2.45%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$40.84 - $45.74 $205,506 - $230,163
-5,032 Reduced 4.5%
106,785 $4.84 Million
Q2 2024

Jul 19, 2024

BUY
$39.59 - $42.49 $122,293 - $131,251
3,089 Added 2.84%
111,817 $4.6 Million
Q1 2024

Apr 30, 2024

SELL
$37.27 - $42.12 $346,760 - $391,884
-9,304 Reduced 7.88%
108,728 $4.58 Million
Q4 2023

Jan 12, 2024

SELL
$31.45 - $37.72 $16,102 - $19,312
-512 Reduced 0.43%
118,032 $4.44 Million
Q3 2023

Oct 24, 2023

SELL
$33.17 - $35.6 $82,958 - $89,035
-2,501 Reduced 2.07%
118,544 $3.93 Million
Q2 2023

Jul 13, 2023

SELL
$31.55 - $33.71 $54,676 - $58,419
-1,733 Reduced 1.41%
121,045 $4.08 Million
Q1 2023

May 04, 2023

BUY
$30.98 - $37.0 $793,490 - $947,681
25,613 Added 26.36%
122,778 $3.95 Million
Q4 2022

Jan 19, 2023

BUY
$30.29 - $36.31 $2.94 Million - $3.53 Million
97,165 New
97,165 $0
Q2 2022

Oct 28, 2022

SELL
$30.84 - $38.22 $5.71 Million - $7.08 Million
-185,180 Reduced 50.0%
185,180 $5.82 Million
Q2 2022

Jul 13, 2022

BUY
$30.84 - $38.22 $4.66 Million - $5.78 Million
151,202 Added 68.99%
370,360 $5.83 Million
Q1 2022

Apr 26, 2022

SELL
$35.66 - $41.42 $106,694 - $123,928
-2,992 Reduced 1.35%
219,158 $8.4 Million
Q4 2021

Feb 11, 2022

BUY
$37.54 - $40.62 $2.52 Million - $2.73 Million
67,238 Added 43.4%
222,150 $8.68 Million
Q3 2021

Oct 22, 2021

BUY
$35.11 - $39.0 $39,709 - $44,109
1,131 Added 0.74%
154,912 $5.75 Million
Q2 2021

Jul 23, 2021

BUY
$34.47 - $38.47 $7,169 - $8,001
208 Added 0.14%
153,781 $5.63 Million
Q1 2021

Apr 20, 2021

SELL
$28.95 - $34.77 $4.45 Million - $5.34 Million
-153,573 Reduced 50.0%
153,573 $5.23 Million
Q1 2021

Apr 19, 2021

BUY
$28.95 - $34.77 $8.89 Million - $10.7 Million
307,146 New
307,146 $5.24 Million
Q3 2020

Oct 19, 2020

SELL
$22.68 - $25.49 $219,814 - $247,049
-9,692 Closed
0 $0
Q2 2020

Jul 10, 2020

BUY
$19.55 - $26.74 $189,478 - $259,164
9,692 New
9,692 $217,000
Q1 2020

Apr 13, 2020

SELL
$17.66 - $31.17 $136,688 - $241,255
-7,740 Closed
0 $0
Q4 2019

Jan 17, 2020

SELL
$26.78 - $30.94 $43,945 - $50,772
-1,641 Reduced 17.49%
7,740 $238,000
Q3 2019

Oct 17, 2019

BUY
$27.86 - $28.52 $261,354 - $267,546
9,381 New
9,381 $263,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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