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Leicht Financial Planning & Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,112
Closed -$802K – 52
2020
Q1 		$802K Buy
+3,112
New +$949K 0.78% 22

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2020, closing a stake of 3,112 shares — an estimated $802K sold.

Leicht Financial Planning & Wealth Management first reported a position in SPY in Q1 2020 and held it in 1 quarter. The position peaked at $802K in Q1 2020. 2,409 funds tracked by Wall St. Rank hold SPY as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 3,112 State Street SPDR S&P 500 ETF Trust shares in Q2 2020, an estimated $802K.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $802K in Q1 2020.
  • 2,409 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2020.

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