Leicht Financial Planning & Wealth Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

The world of finance is constantly evolving, and it's crucial for investors to stay updated on the latest trends and changes in holdings. Leicht Financial Planning & Wealth Management, Inc. has recently released their Q1 2023 vs. Q2 2023 13F Holdings Comparison, shedding light on the shifts and adjustments made by various issuers. In this article, we will delve into some of the key findings from the report and discuss the implications for investors.

One of the biggest changes observed in the comparison is the significant increase in holdings of SPDR SER TR (SPYG). Their Q2 2023 holdings saw a remarkable 48% surge, with the number of shares spiking from 337,968 to 499,512. The value of their holdings also experienced a substantial uptick, moving from $18,709,000 to $30,475,000. This surge in holdings indicates a growing confidence in the prospects of SPYG and suggests that Leicht Financial Planning & Wealth Management, Inc. saw potential in this particular issuer.

Another notable change in holdings can be seen in SPDR SER TR (SPTI). While not as significant as SPYG, there was still a considerable 12% increase in the number of shares held by Leicht Financial Planning & Wealth Management, Inc., rising from 646,739 to 740,969. This change translates to an increase in value from $18,716,000 to $20,962,000. Although not a drastic change, it illustrates a positive sentiment towards SPTI and reflects a strategic move by Leicht Financial Planning & Wealth Management, Inc.

On the other hand, not all issuers experienced an increase in their holdings. SPDR INDEX SHS FDS (SPDW) noticed a slight decrease of 1.9% in their holdings, with the number of shares declining from 541,657 to 524,293. This dip corresponds to a decrease in value as well, dropping from $17,398,000 to $17,060,000. It is important to note that this decrease does not necessarily imply a lack of confidence in SPDW. It could be a result of a strategic reallocation of assets by Leicht Financial Planning & Wealth Management, Inc.

One of the most remarkable changes in holdings was observed in SPDR SER TR (SPSM). Their Q1 2023 vs. Q2 2023 comparison showed a significant 44.4% decrease in the number of shares held by Leicht Financial Planning & Wealth Management, Inc. The number of shares fell from 501,355 to 271,060, and the value of holdings decreased from $18,936,000 to $10,527,000. This drastic change could be due to various factors, such as market volatility or a shift in investment strategy, and requires further investigation for a comprehensive understanding.

Other notable changes include a 21.5% increase in holdings of SPDR SER TR (SPMB), a 15.7% decrease in holdings of SPDR SER TR (SPIB), and a 3.4% increase in holdings of SELECT SECTOR SPDR TR (XLF). These changes, among others, highlight the dynamic nature of the financial markets and demonstrate Leicht Financial Planning & Wealth Management, Inc.'s ability to adapt and make strategic decisions based on market trends.

As an investor, it is essential to stay informed about the changes in holdings of various issuers. By analyzing reports like the Q1 2023 vs. Q2 2023 13F Holdings Comparison, investors can gain valuable insights into investment strategies and potential opportunities. However, it is important to remember that this data represents past holdings and may not necessarily reflect current positions. Therefore, investors should conduct further research and analysis before making any investment decisions.

In conclusion, Leicht Financial Planning & Wealth Management, Inc.'s Q1 2023 vs. Q2 2023 13F Holdings Comparison provides a comprehensive overview of the changes in holdings of various issuers. The report highlights increases, decreases, and shifts in holdings, suggesting the firm's strategic decisions and market outlook. As an investor, keeping track of such changes can help make informed investment decisions and navigate the ever-changing landscape of finance.

Disclaimer: The information provided in this article is for educational and informational purposes only and should not be construed as financial advice. Always conduct thorough research and consult with a professional advisor before making any investment decisions.