Fingerlakes Wealth Management, Inc. Spdr Portfolio Transaction History
Fingerlakes Wealth Management, Inc.
- $153 Million
- Q3 2025
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 23,211 shares of SPMD stock, worth $1.31 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
23,211
Previous 23,473
1.12%
Holding current value
$1.31 Million
Previous $1.28 Million
4.0%
% of portfolio
0.87%
Previous 0.96%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio