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

Leicht Financial Planning & Wealth Management, Inc.

$191 Million
Q1 2025

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 27,401 shares of XLV stock, worth $3.63 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

27,401

Previous 25,148 8.96%

Holding current value

$3.63 Million

Previous $3.46 Million 14.46%

% of portfolio

2.08%

Previous 1.77%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$137.61 - $149.68 $310,035 - $337,229	2,253 Added 8.96%	27,401 $3.96 Million
Q4 2024 Mar 14, 2025	BUY	$136.28 - $154.74 $62,552 - $71,025	459 Added 1.86%	25,148 $3.46 Million
Q3 2024 Oct 16, 2024	BUY	$143.3 - $157.24 $3.54 Million - $3.88 Million	24,689 New	24,689 $3.8 Million
Q1 2024 Apr 30, 2024	SELL	$138.48 - $147.86 $131,417 - $140,319	-949 Reduced 2.46%	37,695 $5.57 Million
Q4 2023 Jan 12, 2024	BUY	$123.14 - $136.38 $125,972 - $139,516	1,023 Added 2.72%	38,644 $5.27 Million
Q3 2023 Oct 24, 2023	BUY	$128.74 - $136.24 $62,825 - $66,485	488 Added 1.31%	37,621 $4.84 Million
Q2 2023 Jul 13, 2023	SELL	$126.74 - $135.66 $17,363 - $18,585	-137 Reduced 0.37%	37,133 $4.93 Million
Q1 2023 May 04, 2023	SELL	$124.15 - $135.82 $5.32 Million - $5.82 Million	-42,869 Reduced 53.49%	37,270 $4.82 Million
Q4 2022 Jan 19, 2023	BUY	$121.85 - $140.1 $1.73 Million - $1.99 Million	14,180 Added 21.5%	80,139 $0
Q3 2022 Nov 07, 2022	SELL	$121.11 - $134.29 $236,043 - $261,731	-1,949 Reduced 2.87%	65,959 $7.99 Million
Q2 2022 Oct 28, 2022	SELL	$119.89 - $142.83 $8.14 Million - $9.7 Million	-67,908 Reduced 50.0%	67,908 $8.71 Million
Q2 2022 Jul 13, 2022	BUY	$119.89 - $142.83 $12.1 Million - $14.4 Million	101,000 Added 290.1%	135,816 $8.71 Million
Q1 2022 Apr 26, 2022	BUY	$126.55 - $139.44 $4.41 Million - $4.85 Million	34,816 New	34,816 $4.77 Million
Q2 2021 Jul 23, 2021	SELL	$116.39 - $126.03 $3.36 Million - $3.64 Million	-28,901 Closed	0 $0
Q1 2021 Apr 20, 2021	SELL	$110.8 - $118.5 $3.2 Million - $3.42 Million	-28,901 Reduced 50.0%	28,901 $3.37 Million
Q1 2021 Apr 19, 2021	BUY	$110.8 - $118.5 $251,626 - $269,113	2,271 Added 4.09%	57,802 $3.37 Million
Q4 2020 Jan 22, 2021	BUY	$101.66 - $113.44 $536,561 - $598,736	5,278 Added 10.5%	55,531 $6.3 Million
Q3 2020 Oct 19, 2020	BUY	$100.71 - $109.44 $1.1 Million - $1.19 Million	10,906 Added 27.72%	50,253 $5.3 Million
Q2 2020 Jul 10, 2020	BUY	$85.21 - $103.92 $3.35 Million - $4.09 Million	39,347 New	39,347 $3.96 Million
Q1 2019 May 02, 2019	SELL	N/A	-3,455 Closed	0 $0
Q4 2018 Jan 28, 2019	SELL	N/A	-4,540 Reduced 56.79%	3,455 $300,000
Q3 2018 Oct 19, 2018	SELL	N/A	-859 Reduced 9.7%	7,995 $760,000
Q2 2018 Jul 16, 2018	SELL	N/A	-687 Reduced 7.2%	8,854 $742,000
Q1 2018 Apr 09, 2018	SELL	N/A	-3,061 Reduced 24.29%	9,541 $760,000
Q4 2017 Jan 12, 2018	SELL	N/A	-6,658 Reduced 34.57%	12,602 $1.07 Million
Q3 2017 Nov 02, 2017	SELL	N/A	-31,074 Reduced 61.74%	19,260 $1.59 Million
Q2 2017 Aug 15, 2017	BUY	N/A	8,195 Added 19.45%	50,334 $3.98 Million
Q1 2017 Aug 14, 2017	BUY	N/A	21,657 Added 105.74%	42,139 $3.12 Million
Q4 2016 Aug 14, 2017	BUY	N/A	20,482	20,482 $1.43 Million

Others Institutions Holding XLV

# of Institutions

2,028

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Account

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