Long Run Wealth Advisors, LLC Energy Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

$437 Million
Q1 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 70,381 shares of XLE stock, worth $6.01 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

70,381

Previous 74,038 4.94%

Holding current value

$6.01 Million

Previous $6.34 Million 2.57%

% of portfolio

1.49%

Previous 1.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$85.7 - $93.96 $313,404 - $343,611	-3,657 Reduced 4.94%	70,381 $6.51 Million
Q4 2024 Jan 27, 2025	BUY	$83.32 - $97.27 $237,212 - $276,927	2,847 Added 4.0%	74,038 $6.34 Million
Q3 2024 Oct 30, 2024	BUY	$84.35 - $93.39 $897,399 - $993,576	10,639 Added 17.57%	71,191 $6.25 Million
Q2 2024 Jul 19, 2024	BUY	$88.04 - $98.08 $2.52 Million - $2.8 Million	28,584 Added 89.41%	60,552 $5.52 Million
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $135,047 - $159,552	1,690 Added 5.58%	31,968 $3.02 Million
Q4 2023 Jan 10, 2024	BUY	$81.2 - $91.96 $138,283 - $156,607	1,703 Added 5.96%	30,278 $2.54 Million
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $19,218 - $22,686	-243 Reduced 0.84%	28,575 $2.58 Million
Q2 2023 Jul 17, 2023	BUY	$76.59 - $87.23 $23,589 - $26,866	308 Added 1.08%	28,818 $2.34 Million
Q1 2023 Apr 21, 2023	SELL	$76.97 - $93.11 $2.09 Million - $2.53 Million	-27,165 Reduced 48.79%	28,510 $2.36 Million
Q4 2022 Jan 26, 2023	SELL	$76.09 - $94.08 $26,631 - $32,928	-350 Reduced 0.62%	55,675 $0
Q3 2022 Nov 09, 2022	BUY	$67.49 - $84.09 $76,668 - $95,526	1,136 Added 2.07%	56,025 $4.04 Million
Q2 2022 Jul 19, 2022	SELL	$70.66 - $92.28 $142,874 - $186,590	-2,022 Reduced 3.55%	54,889 $3.93 Million
Q1 2022 Apr 27, 2022	SELL	$57.22 - $78.75 $147,112 - $202,466	-2,571 Reduced 4.32%	56,911 $4.36 Million
Q4 2021 Jan 21, 2022	BUY	$53.01 - $59.14 $3.15 Million - $3.52 Million	59,482 New	59,482 $3.27 Million

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

229M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

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.

Account

Long Run Wealth Advisors, LLC Energy Sector Spdr Transaction History