Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,043	Closed	-$395K	–	48
2020 Q1	$395K	Buy	+12,043	New	+$406K	0.38%	38

Other funds holding SPBO

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPBO Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2020, closing a stake of 12,043 shares — an estimated $395K sold.

Leicht Financial Planning & Wealth Management first reported a position in SPBO in Q1 2020 and held it in 1 quarter. The position peaked at $395K in Q1 2020. 34 funds tracked by Wall St. Rank hold SPBO as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 12,043 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2020, an estimated $395K.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $395K in Q1 2020.
34 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.