Fingerlakes Wealth Management, Inc. Technology Sector Spdr Transaction History

Fingerlakes Wealth Management, Inc.

$123 Million
Q4 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 17,774 shares of XLK stock, worth $3.8 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

17,774

Previous 14,012 26.85%

Holding current value

$3.8 Million

Previous $3.16 Million 30.64%

% of portfolio

3.35%

Previous 2.64%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$220.26 - $241.44 $828,618 - $908,297	3,762 Added 26.85%	17,774 $4.13 Million
Q3 2024 Oct 31, 2024	BUY	$197.34 - $237.68 $507,755 - $611,550	2,573 Added 22.49%	14,012 $3.16 Million
Q2 2024 Aug 07, 2024	BUY	$192.53 - $231.41 $916,635 - $1.1 Million	4,761 Added 71.29%	11,439 $2.59 Million
Q1 2024 Apr 24, 2024	BUY	$184.12 - $211.02 $263,107 - $301,547	1,429 Added 27.22%	6,678 $1.39 Million
Q4 2023 Jan 26, 2024	SELL	$160.19 - $193.07 $40,528 - $48,846	-253 Reduced 4.6%	5,249 $1.01 Million
Q3 2023 Nov 07, 2023	SELL	$161.97 - $180.26 $17,654 - $19,648	-109 Reduced 1.94%	5,502 $901,000
Q2 2023 Aug 10, 2023	SELL	$143.97 - $174.63 $27,354 - $33,179	-190 Reduced 3.28%	5,611 $975,000
Q1 2023 May 02, 2023	BUY	$121.18 - $151.01 $727 - $906	6 Added 0.1%	5,801 $876,000
Q4 2022 Feb 10, 2023	SELL	$116.56 - $136.15 $16,784 - $19,605	-144 Reduced 2.42%	5,795 $721,000
Q3 2022 Oct 28, 2022	SELL	$118.78 - $151.56 $13,897 - $17,732	-117 Reduced 1.93%	5,939 $705,000
Q2 2022 Aug 05, 2022	BUY	$123.49 - $161.47 $1,728 - $2,260	14 Added 0.23%	6,056 $770,000
Q1 2022 May 06, 2022	SELL	$141.39 - $175.52 $22,056 - $27,381	-156 Reduced 2.52%	6,042 $960,000
Q4 2021 Feb 17, 2022	BUY	$148.06 - $176.65 $917,675 - $1.09 Million	6,198 New	6,198 $1.08 Million

Others Institutions Holding XLK

# of Institutions

2,417

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Fingerlakes Wealth Management, Inc. Technology Sector Spdr Transaction History