Long Run Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 14,364 shares of SDY stock, worth $1.99 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

14,364

Previous 14,278 0.6%

Holding current value

$1.99 Million

Previous $2.03 Million 6.46%

% of portfolio

0.46%

Previous 0.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$131.66 - $144.0 $11,322 - $12,384	86 Added 0.6%	14,364 $1.9 Million
Q3 2024 Oct 30, 2024	SELL	$125.95 - $142.04 $79,726 - $89,911	-633 Reduced 4.25%	14,278 $2.03 Million
Q2 2023 Jul 17, 2023	BUY	$117.3 - $124.97 $4,105 - $4,373	35 Added 0.24%	14,911 $1.83 Million
Q1 2023 Apr 21, 2023	SELL	$117.74 - $132.18 $782,382 - $878,336	-6,645 Reduced 30.88%	14,876 $1.84 Million
Q4 2022 Jan 26, 2023	SELL	$112.65 - $131.57 $13,067 - $15,262	-116 Reduced 0.54%	21,521 $0
Q3 2022 Nov 09, 2022	BUY	$111.5 - $132.34 $12,822 - $15,219	115 Added 0.53%	21,637 $2.41 Million
Q2 2022 Jul 19, 2022	BUY	$114.07 - $132.3 $176,010 - $204,138	1,543 Added 7.72%	21,522 $2.55 Million
Q1 2022 Apr 27, 2022	SELL	$121.65 - $130.75 $2,919 - $3,138	-24 Reduced 0.12%	19,979 $2.56 Million
Q4 2021 Jan 21, 2022	BUY	$118.81 - $129.12 $2.38 Million - $2.58 Million	20,003 New	20,003 $2.58 Million

Others Institutions Holding SDY

# of Institutions

1,312

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Long Run Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History