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

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 39,688 shares of XLK stock, worth $9.36 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares

39,688

Previous 38,200 3.9%

Holding current value

$9.36 Million

Previous $8.64 Million 3.68%

% of portfolio

4.51%

Previous 4.6%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$197.34 - $237.68 $293,641 - $353,667	1,488 Added 3.9%	39,688 $8.96 Million
Q2 2024 Jul 19, 2024	BUY	$192.53 - $231.41 $12,321 - $14,810	64 Added 0.17%	38,200 $8.64 Million
Q1 2024 Apr 30, 2024	SELL	$184.12 - $211.02 $365,662 - $419,085	-1,986 Reduced 4.95%	38,136 $7.94 Million
Q4 2023 Jan 12, 2024	SELL	$160.19 - $193.07 $395,188 - $476,303	-2,467 Reduced 5.79%	40,122 $7.72 Million
Q3 2023 Oct 24, 2023	BUY	$161.97 - $180.26 $93,780 - $104,370	579 Added 1.38%	42,589 $6.98 Million
Q2 2023 Jul 13, 2023	SELL	$143.97 - $174.63 $734,247 - $890,613	-5,100 Reduced 10.83%	42,010 $7.3 Million
Q1 2023 May 04, 2023	SELL	$121.18 - $151.01 $2.07 Million - $2.58 Million	-17,062 Reduced 26.59%	47,110 $7.11 Million
Q4 2022 Jan 19, 2023	SELL	$116.56 - $136.15 $3.03 Million - $3.54 Million	-26,021 Reduced 28.85%	64,172 $0
Q3 2022 Nov 07, 2022	BUY	$118.78 - $151.56 $279,370 - $356,469	2,352 Added 2.68%	90,193 $10.7 Million
Q2 2022 Oct 28, 2022	SELL	$123.49 - $161.47 $10.8 Million - $14.2 Million	-87,841 Reduced 50.0%	87,841 $11.2 Million
Q2 2022 Jul 13, 2022	BUY	$123.49 - $161.47 $11.3 Million - $14.8 Million	91,857 Added 109.58%	175,682 $11.2 Million
Q1 2022 Apr 26, 2022	SELL	$141.39 - $175.52 $2.19 Million - $2.71 Million	-15,454 Reduced 15.57%	83,825 $13.3 Million
Q4 2021 Feb 11, 2022	BUY	$148.06 - $176.65 $346,016 - $412,831	2,337 Added 2.41%	99,279 $17.3 Million
Q3 2021 Oct 22, 2021	BUY	$147.91 - $159.7 $2.62 Million - $2.83 Million	17,707 Added 22.35%	96,942 $15 Million
Q2 2021 Jul 23, 2021	BUY	$131.31 - $147.82 $115,421 - $129,933	879 Added 1.12%	79,235 $12 Million
Q1 2021 Apr 20, 2021	SELL	$125.83 - $138.59 $9.86 Million - $10.9 Million	-78,356 Reduced 50.0%	78,356 $10.4 Million
Q1 2021 Apr 19, 2021	BUY	$125.83 - $138.59 $10.5 Million - $11.6 Million	83,678 Added 114.57%	156,712 $10.4 Million
Q4 2020 Jan 22, 2021	BUY	$110.86 - $130.52 $631,569 - $743,572	5,697 Added 8.46%	73,034 $9.51 Million
Q3 2020 Oct 19, 2020	BUY	$104.66 - $127.03 $543,080 - $659,158	5,189 Added 8.35%	67,337 $7.86 Million
Q2 2020 Jul 10, 2020	BUY	$76.54 - $104.63 $2.68 Million - $3.66 Million	34,967 Added 128.65%	62,148 $6.48 Million
Q1 2020 Apr 13, 2020	BUY	$70.4 - $102.79 $1.76 Million - $2.57 Million	24,986 Added 1138.31%	27,181 $2.19 Million
Q4 2019 Jan 17, 2020	BUY	$78.28 - $91.92 $171,824 - $201,764	2,195 New	2,195 $201,000

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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