Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-108,945	Closed	-$5.96M	–	19
2024 Q4	$5.96M	Sell	108,945 -1,168	-1%	-$65.7K	3.05%	9
2024 Q3	$6.02M	Buy	110,113 +2,633	+2%	+$139K	3.03%	9
2024 Q2	$5.51M	Buy	107,480 +3,142	+3%	+$162K	2.94%	9
2024 Q1	$5.57M	Sell	104,338 -7,927	-7%	-$394K	3.05%	10
2023 Q4	$5.47M	Buy	112,265 +2,304	+2%	+$103K	3.14%	9
2023 Q3	$4.82M	Buy	109,961 +1,692	+2%	+$77.8K	2.97%	10
2023 Q2	$4.97M	Sell	108,269 -15,266	-12%	-$667K	3%	10
2023 Q1	$5.43M	Buy	123,535 +3,789	+3%	+$170K	3.34%	11
2022 Q4	$5.09M	Buy	119,746 +20,135	+20%	+$855K	3.41%	13
2022 Q3	$3.84M	Buy	+99,611	New	+$4.22M	2.75%	17

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPMD Position: Q1 2025 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 108,945 shares — an estimated $5.96M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPMD in Q3 2022 and held it in 10 quarters. The position peaked at $6.02M in Q3 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 108,945 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $5.96M.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and held it in 10 quarters.
Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.02M in Q3 2024.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.