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

Fingerlakes Wealth Management, Inc.

$103 Million
Q1 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 34,841 shares of SPTM stock, worth $2.33 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

34,841

Previous 35,060 0.62%

Holding current value

$2.33 Million

Previous $2.05 Million 9.08%

% of portfolio

2.17%

Previous 2.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.29 - $50.41 $52,215 - $56,862	-1,128 Reduced 3.0%	36,495 $1.73 Million
Q3 2022 Oct 28, 2022	BUY	N/A	550 Added 1.48%	37,623 $1.66 Million
Q2 2022 Aug 05, 2022	BUY	N/A	751 Added 2.07%	37,073 $1.72 Million
Q1 2022 May 06, 2022	BUY	N/A	465 Added 1.3%	36,322 $2.02 Million
Q4 2021 Feb 17, 2022	BUY	N/A	35,857 New	35,857 $2.1 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

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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