Fingerlakes Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 33,248 shares of SPTM stock, worth $2.4 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

33,248

Previous 34,147 2.63%

Holding current value

$2.4 Million

Previous $2.27 Million 2.83%

% of portfolio

1.95%

Previous 2.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$63.28 - $70.06 $56,888 - $62,983	-899 Reduced 2.63%	33,248 $2.33 Million
Q2 2024 Aug 07, 2024	SELL	$60.69 - $66.83 $42,118 - $46,380	-694 Reduced 1.99%	34,147 $2.27 Million
Q1 2024 Apr 24, 2024	SELL	$57.38 - $64.15 $12,566 - $14,048	-219 Reduced 0.62%	34,841 $2.24 Million
Q4 2023 Jan 26, 2024	BUY	$50.31 - $58.65 $9,055 - $10,557	180 Added 0.52%	35,060 $2.05 Million
Q3 2023 Nov 07, 2023	SELL	$52.22 - $56.31 $14,047 - $15,147	-269 Reduced 0.77%	34,880 $1.83 Million
Q2 2023 Aug 10, 2023	SELL	$49.75 - $54.44 $18,507 - $20,251	-372 Reduced 1.05%	35,149 $1.91 Million
Q1 2023 May 02, 2023	SELL	$46.97 - $51.65 $45,748 - $50,307	-974 Reduced 2.67%	35,521 $1.79 Million
Q4 2022 Feb 10, 2023	SELL	$44.09 - $50.41 $49,733 - $56,862	-1,128 Reduced 3.0%	36,495 $1.73 Million
Q3 2022 Oct 28, 2022	BUY	$44.11 - $53.04 $24,260 - $29,172	550 Added 1.48%	37,623 $1.66 Million
Q2 2022 Aug 05, 2022	BUY	$45.19 - $56.15 $33,937 - $42,168	751 Added 2.07%	37,073 $1.72 Million
Q1 2022 May 06, 2022	BUY	$51.36 - $58.82 $23,882 - $27,351	465 Added 1.3%	36,322 $2.02 Million
Q4 2021 Feb 17, 2022	BUY	$52.99 - $58.74 $1.9 Million - $2.11 Million	35,857 New	35,857 $2.1 Million

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Fingerlakes Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History