Fingerlakes Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Fingerlakes Wealth Management, Inc.

$103 Million
Q1 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 14,866 shares of SPSM stock, worth $614,263. This represents 0.62% of its overall portfolio holdings.

Number of Shares

14,866

Previous 14,903 0.25%

Holding current value

$614,263

Previous $628,000 1.75%

% of portfolio

0.62%

Previous 0.68%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$39.85 - $43.04 $1,474 - $1,592	-37 Reduced 0.25%	14,866 $639,000
Q4 2023 Jan 26, 2024	BUY	$34.3 - $42.83 $7,511 - $9,379	219 Added 1.49%	14,903 $628,000
Q3 2023 Nov 07, 2023	SELL	$36.35 - $41.02 $4,689 - $5,291	-129 Reduced 0.87%	14,684 $541,000
Q2 2023 Aug 10, 2023	BUY	$35.57 - $38.94 $924 - $1,012	26 Added 0.18%	14,813 $575,000
Q1 2023 May 02, 2023	BUY	$36.04 - $42.08 $1,765 - $2,061	49 Added 0.33%	14,787 $558,000

Q4 2022 Feb 10, 2023	SELL	$36.34 - $39.85 $2,907 - $3,188	-80 Reduced 0.54%	14,738 $544,000
Q3 2022 Oct 28, 2022	BUY	N/A	49 Added 0.33%	14,818 $505,000
Q2 2022 Aug 05, 2022	BUY	N/A	217 Added 1.49%	14,769 $531,000
Q1 2022 May 06, 2022	BUY	N/A	278 Added 1.95%	14,552 $612,000
Q4 2021 Feb 17, 2022	BUY	N/A	14,274 New	14,274 $636,000

Others Institutions Holding SPSM

# of Institutions

802

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Fingerlakes Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History