LFPWM
Leicht Financial Planning & Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
390,289
+5,333
| +1% | +$227K | 7.9% | 6 |
|
|
2025
Q1 | $15.7M | Buy |
384,956
+7,531
| +2% | +$307K | 8.21% | 6 |
|
|
2024
Q4 | $17M | Buy |
377,425
+863
| +0.2% | +$38.8K | 8.67% | 4 |
|
|
2024
Q3 | $17.1M | Buy |
376,562
+719
| +0.2% | +$32.7K | 8.63% | 5 |
|
|
2024
Q2 | $15.6M | Buy |
375,843
+9,094
| +2% | +$378K | 8.31% | 6 |
|
|
2024
Q1 | $15.8M | Buy |
366,749
+88,015
| +32% | +$3.79M | 8.65% | 5 |
|
|
2023
Q4 | $11.8M | Sell |
278,734
-1,819
| -0.6% | -$76.7K | 6.74% | 6 |
|
|
2023
Q3 | $10.4M | Buy |
280,553
+9,493
| +4% | +$350K | 6.39% | 6 |
|
|
2023
Q2 | $10.5M | Sell |
271,060
-230,295
| -46% | -$8.94M | 6.36% | 6 |
|
|
2023
Q1 | $18.9M | Buy |
501,355
+30,214
| +6% | +$1.14M | 11.66% | 2 |
|
|
2022
Q4 | $17.4M | Sell |
471,141
-19,954
| -4% | -$738K | 11.68% | 1 |
|
|
2022
Q3 | $16.7M | Buy |
491,095
+23,330
| +5% | +$795K | 11.96% | 1 |
|
|
2022
Q2 | $16.8M | Buy |
467,765
+4,334
| +0.9% | +$156K | 11.39% | 1 |
|
|
2022
Q1 | $19.5M | Buy |
463,431
+12,400
| +3% | +$522K | 11.61% | 1 |
|
|
2021
Q4 | $20.2M | Sell |
451,031
-4,460
| -1% | -$199K | 11.5% | 2 |
|
|
2021
Q3 | $19.3M | Sell |
455,491
-61,466
| -12% | -$2.6M | 11.58% | 2 |
|
|
2021
Q2 | $21.8M | Buy |
516,957
+108,916
| +27% | +$4.59M | 13.22% | 2 |
|
|
2021
Q1 | $17.2M | Buy |
408,041
+261,120
| +178% | +$11M | 11.16% | 2 |
|
|
2020
Q4 | $5.26M | Buy |
146,921
+7,950
| +6% | +$285K | 3.57% | 13 |
|
|
2020
Q3 | $3.8M | Buy |
+138,971
| New | +$3.8M | 2.82% | 14 |
|