Long Run Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

$392 Million
Q2 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 69,901 shares of XLI stock, worth $8.89 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

69,901

Previous 46,810 49.33%

Holding current value

$8.89 Million

Previous $5.9 Million 44.47%

% of portfolio

2.17%

Previous 1.56%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$120.47 - $125.94 $2.78 Million - $2.91 Million	23,091 Added 49.33%	69,901 $8.52 Million
Q1 2024 Apr 24, 2024	BUY	$110.23 - $125.96 $239,529 - $273,711	2,173 Added 4.87%	46,810 $5.9 Million
Q4 2023 Jan 10, 2024	BUY	$96.44 - $114.13 $247,175 - $292,515	2,563 Added 6.09%	44,637 $5.09 Million
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $163,299 - $179,525	1,621 Added 4.01%	42,074 $4.27 Million
Q2 2023 Jul 17, 2023	BUY	$96.85 - $107.32 $370,451 - $410,499	3,825 Added 10.44%	40,453 $4.34 Million
Q1 2023 Apr 21, 2023	SELL	$96.51 - $103.67 $249,285 - $267,779	-2,583 Reduced 6.59%	36,628 $3.71 Million
Q4 2022 Jan 26, 2023	BUY	$93.83 - $102.33 $74,970 - $81,761	799 Added 2.08%	39,211 $0
Q3 2022 Nov 09, 2022	SELL	N/A	-22,876 Reduced 37.33%	38,412 $3.18 Million
Q2 2022 Jul 19, 2022	BUY	N/A	1,487 Added 2.49%	61,288 $5.35 Million
Q1 2022 Apr 27, 2022	BUY	N/A	1,201 Added 2.05%	59,801 $6.17 Million
Q4 2021 Jan 21, 2022	BUY	N/A	58,600 New	58,600 $6.2 Million

Others Institutions Holding XLI

# of Institutions

1,396

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Long Run Wealth Advisors, LLC Industrial Sector Spdr Transaction History