Fingerlakes Wealth Management, Inc. Industrial Sector Spdr Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,608 shares of XLI stock, worth $362,381. This represents 0.29% of its overall portfolio holdings.

Number of Shares

2,608

Previous 2,600 0.31%

Holding current value

$362,381

Previous $316,000 11.71%

% of portfolio

0.29%

Previous 0.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$120.56 - $135.44 $964 - $1,083	8 Added 0.31%	2,608 $353,000
Q2 2024 Aug 07, 2024	BUY	$120.47 - $125.94 $1,084 - $1,133	9 Added 0.35%	2,600 $316,000
Q1 2024 Apr 24, 2024	BUY	$110.23 - $125.96 $771 - $881	7 Added 0.27%	2,591 $326,000
Q4 2023 Jan 26, 2024	BUY	$96.44 - $114.13 $675 - $798	7 Added 0.27%	2,584 $294,000
Q3 2023 Nov 07, 2023	SELL	$100.74 - $110.75 $2,719 - $2,990	-27 Reduced 1.04%	2,577 $261,000
Q2 2023 Aug 10, 2023	SELL	$96.85 - $107.32 $24,115 - $26,722	-249 Reduced 8.73%	2,604 $279,000
Q1 2023 May 02, 2023	BUY	$96.51 - $103.67 $1,061 - $1,140	11 Added 0.39%	2,853 $288,000
Q4 2022 Feb 10, 2023	BUY	$84.74 - $102.33 $1,101 - $1,330	13 Added 0.46%	2,842 $279,000
Q3 2022 Oct 28, 2022	BUY	$82.84 - $100.53 $662 - $804	8 Added 0.28%	2,829 $234,000
Q2 2022 Aug 05, 2022	BUY	$85.56 - $102.18 $941 - $1,123	11 Added 0.39%	2,821 $246,000
Q1 2022 May 06, 2022	SELL	$95.6 - $107.05 $4,588 - $5,138	-48 Reduced 1.68%	2,810 $289,000
Q4 2021 Feb 17, 2022	BUY	$98.64 - $107.12 $281,913 - $306,148	2,858 New	2,858 $298,000

Others Institutions Holding XLI

# of Institutions

1,434

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Account

Fingerlakes Wealth Management, Inc. Industrial Sector Spdr Transaction History