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Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30,226
Closed -$1.65M – 22
2023
Q2 		$1.65M Sell
30,226
-110,243
-78% -$5.69M 0.99% 16
2023
Q1 		$7.08M Buy
140,469
+3,364
+2% +$166K 4.36% 9
2022
Q4 		$6.48M Sell
137,105
-849
-0.6% -$40.3K 4.35% 9
2022
Q3 		$6.08M Buy
137,954
+79
+0.1% +$3.87K 4.35% 11
2022
Q2 		$6.41M Buy
137,875
+2,062
+2% +$104K 4.34% 11
2022
Q1 		$7.55M Sell
135,813
-219,796
-62% -$12.1M 4.49% 8
2021
Q4 		$20.8M Sell
355,609
-60,608
-15% -$3.43M 11.86% 1
2021
Q3 		$22.5M Sell
416,217
-5,964
-1% -$324K 13.49% 1
2021
Q2 		$22.6M Sell
422,181
-5,273
-1% -$273K 13.75% 1
2021
Q1 		$21M Buy
427,454
+99,302
+30% +$4.75M 13.61% 1
2020
Q4 		$15.1M Buy
328,152
+11,441
+4% +$499K 10.25% 2
2020
Q3 		$12.9M Sell
316,711
-42,414
-12% -$1.72M 9.61% 2
2020
Q2 		$13.6M Buy
+359,125
New +$12.8M 10.77% 2

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPTM Position: Q3 2023 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2023, closing a stake of 30,226 shares — an estimated $1.65M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPTM in Q2 2020 and held it in 13 quarters. The position peaked at $22.6M in Q2 2021. 507 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

  • Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 30,226 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2023, an estimated $1.65M.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and held it in 13 quarters.
  • Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $22.6M in Q2 2021.
  • 507 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.