Fingerlakes Wealth Management, Inc. Spdr Index Shs Fds Transaction History

Fingerlakes Wealth Management, Inc.

$117 Million
Q1 2025

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 23,540 shares of QWLD stock, worth $3.12 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

23,540

Previous 22,561 4.34%

Holding current value

$3.12 Million

Previous $2.79 Million 7.55%

% of portfolio

2.57%

Previous 2.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$122.65 - $131.03 $120,074 - $128,278	979 Added 4.34%	23,540 $3.01 Million
Q4 2024 Jan 31, 2025	BUY	$123.39 - $130.49 $118,947 - $125,792	964 Added 4.46%	22,561 $2.79 Million
Q3 2024 Oct 31, 2024	SELL	$117.82 - $128.91 $69,513 - $76,056	-590 Reduced 2.66%	21,597 $2.78 Million
Q2 2024 Aug 07, 2024	BUY	$114.52 - $121.23 $297,064 - $314,470	2,594 Added 13.24%	22,187 $2.67 Million
Q1 2024 Apr 24, 2024	BUY	$109.37 - $119.93 $49,216 - $53,968	450 Added 2.35%	19,593 $2.35 Million
Q4 2023 Jan 26, 2024	BUY	$97.8 - $110.16 $89,976 - $101,347	920 Added 5.05%	19,143 $2.11 Million
Q3 2023 Nov 07, 2023	BUY	$101.14 - $107.06 $84,148 - $89,073	832 Added 4.78%	18,223 $1.85 Million
Q2 2023 Aug 10, 2023	BUY	$99.57 - $104.21 $93,894 - $98,270	943 Added 5.73%	17,391 $1.81 Million
Q1 2023 May 02, 2023	BUY	$93.9 - $100.2 $163,010 - $173,947	1,736 Added 11.8%	16,448 $1.64 Million
Q4 2022 Feb 10, 2023	SELL	$84.63 - $98.47 $48,069 - $55,930	-568 Reduced 3.72%	14,712 $1.38 Million
Q3 2022 Oct 28, 2022	BUY	$84.97 - $99.81 $127,964 - $150,313	1,506 Added 10.93%	15,280 $1.3 Million
Q2 2022 Aug 05, 2022	BUY	$88.72 - $106.72 $223,929 - $269,361	2,524 Added 22.44%	13,774 $1.26 Million
Q1 2022 May 06, 2022	BUY	$98.55 - $110.75 $73,124 - $82,176	742 Added 7.06%	11,250 $1.19 Million
Q4 2021 Feb 17, 2022	BUY	$102.79 - $110.8 $1.08 Million - $1.16 Million	10,508 New	10,508 $1.17 Million

Others Institutions Holding QWLD

# of Institutions

Shares Held

835K

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS

Ticker QWLD
Sector ETFs
Industry ETFs

More about QWLD

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. Spdr Index Shs Fds Transaction History