Fingerlakes Wealth Management, Inc. Spdr Portfolio Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 25,005 shares of SPMD stock, worth $1.42 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

25,005

Previous 25,179 0.69%

Holding current value

$1.42 Million

Previous $1.29 Million 5.89%

% of portfolio

1.14%

Previous 1.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$50.29 - $54.92 $8,750 - $9,556	-174 Reduced 0.69%	25,005 $1.37 Million
Q2 2024 Aug 07, 2024	SELL	$49.54 - $53.39 $17,438 - $18,793	-352 Reduced 1.38%	25,179 $1.29 Million
Q1 2024 Apr 24, 2024	SELL	$47.16 - $53.34 $3,301 - $3,733	-70 Reduced 0.27%	25,531 $1.36 Million
Q4 2023 Jan 26, 2024	BUY	$40.76 - $49.2 $8,844 - $10,676	217 Added 0.85%	25,601 $1.25 Million
Q3 2023 Nov 07, 2023	BUY	$43.23 - $47.8 $9,986 - $11,041	231 Added 0.92%	25,384 $1.11 Million
Q2 2023 Aug 10, 2023	SELL	$42.21 - $45.89 $2,152 - $2,340	-51 Reduced 0.2%	25,153 $1.15 Million
Q1 2023 May 02, 2023	SELL	$41.67 - $47.74 $8,167 - $9,357	-196 Reduced 0.77%	25,204 $1.11 Million
Q4 2022 Feb 10, 2023	SELL	$39.32 - $45.21 $24,928 - $28,663	-634 Reduced 2.44%	25,400 $1.08 Million
Q3 2022 Oct 28, 2022	BUY	$38.55 - $46.17 $4,201 - $5,032	109 Added 0.42%	26,034 $1 Million
Q2 2022 Aug 05, 2022	BUY	$38.67 - $47.45 $15,313 - $18,790	396 Added 1.55%	25,925 $1.03 Million
Q1 2022 May 06, 2022	BUY	$44.15 - $50.14 $16,821 - $19,103	381 Added 1.52%	25,529 $1.2 Million
Q4 2021 Feb 17, 2022	BUY	$46.63 - $50.95 $1.17 Million - $1.28 Million	25,148 New	25,148 $1.25 Million

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Fingerlakes Wealth Management, Inc. Spdr Portfolio Transaction History