Long Run Wealth Advisors, LLC Technology Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 99,966 shares of XLK stock, worth $24.2 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares

99,966

Previous 108,439 7.81%

Holding current value

$24.2 Million

Previous $24.5 Million 5.05%

% of portfolio

5.66%

Previous 5.83%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$220.26 - $241.44 $1.87 Million - $2.05 Million	-8,473 Reduced 7.81%	99,966 $23.2 Million
Q3 2024 Oct 30, 2024	BUY	$197.34 - $237.68 $503,019 - $605,846	2,549 Added 2.41%	108,439 $24.5 Million
Q2 2024 Jul 19, 2024	BUY	$192.53 - $231.41 $2.56 Million - $3.08 Million	13,300 Added 14.36%	105,890 $24 Million
Q1 2024 Apr 24, 2024	BUY	$184.12 - $211.02 $653,073 - $748,487	3,547 Added 3.98%	92,590 $19.3 Million
Q4 2023 Jan 10, 2024	BUY	$160.19 - $193.07 $487,458 - $587,512	3,043 Added 3.54%	89,043 $17.1 Million
Q3 2023 Oct 10, 2023	BUY	$161.97 - $180.26 $585,035 - $651,099	3,612 Added 4.38%	86,000 $14.1 Million
Q2 2023 Jul 17, 2023	BUY	$143.97 - $174.63 $1.69 Million - $2.05 Million	11,737 Added 16.61%	82,388 $14.3 Million
Q1 2023 Apr 21, 2023	SELL	$121.18 - $151.01 $2.07 Million - $2.57 Million	-17,043 Reduced 19.43%	70,651 $10.7 Million
Q4 2022 Jan 26, 2023	BUY	$116.56 - $136.15 $538,973 - $629,557	4,624 Added 5.57%	87,694 $0
Q3 2022 Nov 09, 2022	SELL	$118.78 - $151.56 $169,974 - $216,882	-1,431 Reduced 1.69%	83,070 $9.87 Million
Q2 2022 Jul 19, 2022	BUY	$123.49 - $161.47 $409,369 - $535,273	3,315 Added 4.08%	84,501 $10.7 Million
Q1 2022 Apr 27, 2022	BUY	$141.39 - $175.52 $345,981 - $429,497	2,447 Added 3.11%	81,186 $12.9 Million
Q4 2021 Jan 21, 2022	BUY	$148.06 - $176.65 $11.7 Million - $13.9 Million	78,739 New	78,739 $13.7 Million

Others Institutions Holding XLK

# of Institutions

2,391

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Long Run Wealth Advisors, LLC Technology Sector Spdr Transaction History