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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-272,080	Closed	-$8.22M	–	49
2020 Q1	$8.22M	Buy	272,080 +258,488	+1,902%	+$9.27M	7.95%	3
2019 Q4	$514K	Buy	+13,592	New	+$491K	0.47%	44

Other funds holding SPYM

SMM

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 272,080 shares — an estimated $8.22M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPYM in Q4 2019 and held it in 2 quarters. The position peaked at $8.22M in Q1 2020. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 272,080 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $8.22M.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.22M in Q1 2020.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

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