Fingerlakes Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Fingerlakes Wealth Management, Inc.

$103 Million
Q1 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,374 shares of SPY stock, worth $1.3 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

2,374

Previous 2,345 1.24%

Holding current value

$1.3 Million

Previous $1.11 Million 11.4%

% of portfolio

1.2%

Previous 1.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$467.28 - $523.17 $13,551 - $15,171	29 Added 1.24%	2,374 $1.24 Million
Q4 2023 Jan 26, 2024	BUY	$410.68 - $476.69 $3,696 - $4,290	9 Added 0.39%	2,345 $1.11 Million
Q3 2023 Nov 07, 2023	SELL	$425.88 - $457.79 $4,258 - $4,577	-10 Reduced 0.43%	2,336 $998,000
Q2 2023 Aug 10, 2023	BUY	$404.36 - $443.28 $3,639 - $3,989	9 Added 0.39%	2,346 $1.04 Million
Q1 2023 May 02, 2023	SELL	$379.5 - $416.78 $1,138 - $1,250	-3 Reduced 0.13%	2,337 $956,000

Q4 2022 Feb 10, 2023	BUY	$357.63 - $407.42 $3,576 - $4,074	10 Added 0.43%	2,340 $894,000
Q3 2022 Oct 28, 2022	BUY	$357.18 - $429.7 $42,504 - $51,134	119 Added 5.38%	2,330 $832,000
Q2 2022 Aug 05, 2022	BUY	$365.86 - $456.8 $35,488 - $44,309	97 Added 4.59%	2,211 $834,000
Q1 2022 May 06, 2022	BUY	$416.25 - $477.71 $3,330 - $3,821	8 Added 0.38%	2,114 $955,000
Q4 2021 Feb 17, 2022	BUY	$428.64 - $477.48 $902,715 - $1.01 Million	2,106 New	2,106 $1 Million

Others Institutions Holding SPY

# of Institutions

4,335

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Fingerlakes Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History