Long Run Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 7,684 shares of SPY stock, worth $4.65 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

7,684

Previous 7,759 0.97%

Holding current value

$4.65 Million

Previous $4.45 Million 1.15%

% of portfolio

1.1%

Previous 1.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$567.81 - $607.81 $42,585 - $45,585	-75 Reduced 0.97%	7,684 $4.5 Million
Q2 2024 Jul 19, 2024	SELL	$495.16 - $548.49 $10,398 - $11,518	-21 Reduced 0.27%	7,759 $4.22 Million
Q1 2024 Apr 24, 2024	SELL	$467.28 - $523.17 $79,904 - $89,462	-171 Reduced 2.15%	7,780 $4.07 Million
Q4 2023 Jan 10, 2024	BUY	$410.68 - $476.69 $92,813 - $107,731	226 Added 2.93%	7,951 $3.78 Million
Q3 2023 Oct 10, 2023	SELL	$425.88 - $457.79 $66,437 - $71,415	-156 Reduced 1.98%	7,725 $3.3 Million
Q2 2023 Jul 17, 2023	SELL	$404.36 - $443.28 $5,661 - $6,205	-14 Reduced 0.18%	7,881 $3.49 Million
Q4 2022 Jan 26, 2023	SELL	$357.63 - $407.42 $26,822 - $30,556	-75 Reduced 0.94%	7,895 $0
Q2 2022 Jul 19, 2022	BUY	$365.86 - $456.8 $155,490 - $194,140	425 Added 5.63%	7,970 $3.01 Million
Q4 2021 Jan 21, 2022	BUY	$428.64 - $477.48 $3.23 Million - $3.6 Million	7,545 New	7,545 $3.58 Million

Others Institutions Holding SPY

# of Institutions

4,631

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Long Run Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History