Leicht Financial Planning & Wealth Management, Inc. SPSM Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 384,956.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $15.69 Mil. This investment constitutes 8.21% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.14% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q3. And since then Leicht Financial Planning & Wealth Management, Inc. has made 14 purchases of SPSM, at an average price of $38.41, for a total of 702,950.00 shares. In addition, there have been 5 sales at an average price of $38.26 for 317,994.00 shares. Based on historical transaction data and SPSM's current price of $43.59, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SPSM holdings is $1.95 Mil, reflecting a 7.23% gain to date.
Leicht Financial Planning & Wealth Management, Inc. SPSM ($43.59) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. SPSM ($43.59) 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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