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Spdr S&p 500 Etf shares owned by Fingerlakes Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fingerlakes Wealth Management from 13F filings

Historical chart of Fingerlakes Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Fingerlakes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Fingerlakes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 2.4k 523.04
2023-12-31 $1.1M 2.3k 475.25
2023-09-30 $999k 2.3k 427.48
2023-06-30 $1.0M 2.3k 443.23
2023-03-31 $957k 2.3k 409.43
2022-12-31 $895k 2.3k 382.43
2022-09-30 $832k 2.3k 357.08
2022-06-30 $834k 2.2k 377.20
2022-03-31 $955k 2.1k 451.75
2021-12-31 $1000k 2.1k 474.83

More positions owned by Fingerlakes Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Fingerlakes Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf