Fingerlakes Wealth Management, Inc. Spdr Portfolio Transaction History

Fingerlakes Wealth Management, Inc.

$103 Million
Q1 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 25,531 shares of SPMD stock, worth $1.3 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

25,531

Previous 25,601 0.27%

Holding current value

$1.3 Million

Previous $1.25 Million 9.14%

% of portfolio

1.32%

Previous 1.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.68 - $45.21 $26,425 - $28,663	-634 Reduced 2.44%	25,400 $1.08 Million
Q3 2022 Oct 28, 2022	BUY	N/A	109 Added 0.42%	26,034 $1 Million
Q2 2022 Aug 05, 2022	BUY	N/A	396 Added 1.55%	25,925 $1.03 Million
Q1 2022 May 06, 2022	BUY	N/A	381 Added 1.52%	25,529 $1.2 Million
Q4 2021 Feb 17, 2022	BUY	N/A	25,148 New	25,148 $1.25 Million

Others Institutions Holding SPMD

# of Institutions

590

Shares Held

169M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Fingerlakes Wealth Management, Inc. Spdr Portfolio Transaction History