Number of Shares
541,484.00
Current Holdings Value*
$43.52 Mil
% of Portfolio
22.76%
Total Estimate Gain
$23.69 Mil
% of Total Estimate Gain
55.93%

Leicht Financial Planning & Wealth Management, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 541,484.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $43.52 Mil. This investment constitutes 22.76% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.14% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2020Q2. And since then Leicht Financial Planning & Wealth Management, Inc. has made 16 purchases of SPYG, at an average price of $56.37, for a total of 751,252.00 shares. In addition, there have been 4 sales at an average price of $65.61 for 209,768.00 shares. Based on historical transaction data and SPYG's current price of $96.53, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SPYG holdings is $23.69 Mil, reflecting a 55.93% gain to date.

Leicht Financial Planning & Wealth Management, Inc. SPYG ($96.53) Holding Chart

Leicht Financial Planning & Wealth Management, Inc. SPYG ($96.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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