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 14,278 shares of SDY stock, worth $2.03 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
14,278
Previous 14,911 4.25%
Holding current value
$2.03 Million
Previous $1.9 Million 6.96%
% of portfolio
0.48%
Previous 0.48%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Long Run Wealth Advisors, LLC Portfolio

Follow Long Run Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Run Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.