Fingerlakes Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7M Buy
2025
Q2
$1.57M Sell
2025
Q1
$1.42M Buy
2024
Q4
$1.38M Sell
2024
Q3
$1.36M Buy
2024
Q2
$1.28M Sell
2024
Q1
$1.24M Buy
2023
Q4
$1.11M Buy
2023
Q3
$999K Sell
2023
Q2
$1.04M Buy
2023
Q1
$957K Sell
2022
Q4
$895K Buy
2022
Q3
$832K Buy
2022
Q2
$834K Buy
2022
Q1
$955K Buy
2021
Q4
$1M Buy