Fingerlakes Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Fingerlakes Wealth Management, Inc.

$123 Million
Q4 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 12,936 shares of SPSM stock, worth $598,160. This represents 0.47% of its overall portfolio holdings.

Number of Shares

12,936

Previous 13,584 4.77%

Holding current value

$598,160

Previous $618,000 5.99%

% of portfolio

0.47%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$44.33 - $49.55 $28,725 - $32,108	-648 Reduced 4.77%	12,936 $581,000
Q3 2024 Oct 31, 2024	SELL	$41.02 - $46.01 $2,338 - $2,622	-57 Reduced 0.42%	13,584 $618,000
Q2 2024 Aug 07, 2024	SELL	$39.75 - $43.15 $48,693 - $52,858	-1,225 Reduced 8.24%	13,641 $566,000
Q1 2024 Apr 24, 2024	SELL	$39.85 - $43.04 $1,474 - $1,592	-37 Reduced 0.25%	14,866 $639,000
Q4 2023 Jan 26, 2024	BUY	$34.3 - $42.83 $7,511 - $9,379	219 Added 1.49%	14,903 $628,000
Q3 2023 Nov 07, 2023	SELL	$36.35 - $41.02 $4,689 - $5,291	-129 Reduced 0.87%	14,684 $541,000
Q2 2023 Aug 10, 2023	BUY	$35.57 - $38.94 $924 - $1,012	26 Added 0.18%	14,813 $575,000
Q1 2023 May 02, 2023	BUY	$36.04 - $42.08 $1,765 - $2,061	49 Added 0.33%	14,787 $558,000
Q4 2022 Feb 10, 2023	SELL	$34.79 - $39.85 $2,783 - $3,188	-80 Reduced 0.54%	14,738 $544,000
Q3 2022 Oct 28, 2022	BUY	$33.99 - $41.52 $1,665 - $2,034	49 Added 0.33%	14,818 $505,000
Q2 2022 Aug 05, 2022	BUY	$34.83 - $42.53 $7,558 - $9,229	217 Added 1.49%	14,769 $531,000
Q1 2022 May 06, 2022	BUY	$39.91 - $45.5 $11,094 - $12,649	278 Added 1.95%	14,552 $612,000
Q4 2021 Feb 17, 2022	BUY	$42.23 - $46.94 $602,791 - $670,021	14,274 New	14,274 $636,000

Others Institutions Holding SPSM

# of Institutions

913

Shares Held

204M

Call Options Held

39.5K

Put Options Held

5.8K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Fingerlakes Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History