Long Run Wealth Advisors, LLC Financial Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 196,386 shares of XLF stock, worth $10.2 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

196,386

Previous 210,697 6.79%

Holding current value

$10.2 Million

Previous $9.55 Million 0.6%

% of portfolio

2.31%

Previous 2.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$44.89 - $51.34 $642,420 - $734,726	-14,311 Reduced 6.79%	196,386 $9.49 Million
Q3 2024 Oct 30, 2024	SELL	$40.84 - $45.74 $86,376 - $96,740	-2,115 Reduced 0.99%	210,697 $9.55 Million
Q2 2024 Jul 19, 2024	SELL	$39.59 - $42.49 $325,984 - $349,862	-8,234 Reduced 3.73%	212,812 $8.75 Million
Q1 2024 Apr 24, 2024	BUY	$37.27 - $42.12 $320,484 - $362,189	8,599 Added 4.05%	221,046 $9.31 Million
Q4 2023 Jan 10, 2024	BUY	$31.45 - $37.72 $312,078 - $374,295	9,923 Added 4.9%	212,447 $7.99 Million
Q3 2023 Oct 10, 2023	SELL	$33.17 - $35.6 $178,189 - $191,243	-5,372 Reduced 2.58%	202,524 $6.72 Million
Q2 2023 Jul 17, 2023	SELL	$31.55 - $33.71 $1.27 Million - $1.36 Million	-40,234 Reduced 16.21%	207,896 $7.01 Million
Q1 2023 Apr 21, 2023	BUY	$30.98 - $37.0 $952,511 - $1.14 Million	30,746 Added 14.14%	248,130 $7.98 Million
Q4 2022 Jan 26, 2023	BUY	$30.29 - $36.31 $176,772 - $211,905	5,836 Added 2.76%	217,384 $0
Q3 2022 Nov 09, 2022	BUY	$30.36 - $35.81 $257,301 - $303,489	8,475 Added 4.17%	211,548 $6.42 Million
Q2 2022 Jul 19, 2022	BUY	$30.84 - $38.22 $240,952 - $298,612	7,813 Added 4.0%	203,073 $6.39 Million
Q1 2022 Apr 27, 2022	BUY	$35.66 - $41.42 $127,627 - $148,242	3,579 Added 1.87%	195,260 $7.48 Million
Q4 2021 Jan 21, 2022	BUY	$37.54 - $40.62 $7.2 Million - $7.79 Million	191,681 New	191,681 $7.49 Million

Others Institutions Holding XLF

# of Institutions

1,939

Shares Held

729M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Long Run Wealth Advisors, LLC Financial Sector Spdr Transaction History