Leicht Financial Planning & Wealth Management, Inc. Financial Sector Spdr Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$191 Million
Q1 2025

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 96,838 shares of XLF stock, worth $4.57 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

96,838

Previous 105,352 8.08%

Holding current value

$4.57 Million

Previous $5.09 Million 6.4%

% of portfolio

2.5%

Previous 2.6%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$47.32 - $52.19 $402,882 - $444,345	-8,514 Reduced 8.08%	96,838 $4.77 Million
Q4 2024 Mar 14, 2025	SELL	$44.89 - $51.34 $64,327 - $73,570	-1,433 Reduced 1.34%	105,352 $5.09 Million
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

# of Institutions

2,071

Shares Held

763M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Leicht Financial Planning & Wealth Management, Inc. Financial Sector Spdr Transaction History