A detailed history of Long Run Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 56,806 shares of XLP stock, worth $4.32 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
56,806
Previous 58,033 2.11%
Holding current value
$4.32 Million
Previous $4.44 Million 2.81%
% of portfolio
1.03%
Previous 1.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$76.04 - $76.04 $93,301 - $93,301
-1,227 Reduced 2.11%
56,806 $4.32 Million
Q2 2024

Jul 19, 2024

BUY
$73.08 - $78.4 $3.11 Million - $3.33 Million
42,525 Added 274.21%
58,033 $4.44 Million
Q1 2024

Apr 24, 2024

BUY
$71.59 - $76.36 $65,003 - $69,334
908 Added 6.22%
15,508 $1.18 Million
Q4 2023

Jan 10, 2024

BUY
$66.22 - $72.3 $84,695 - $92,471
1,279 Added 9.6%
14,600 $1.05 Million
Q3 2023

Oct 10, 2023

BUY
$68.8 - $76.1 $38,734 - $42,844
563 Added 4.41%
13,321 $916,000
Q2 2023

Jul 17, 2023

BUY
$72.59 - $77.5 $30,705 - $32,782
423 Added 3.43%
12,758 $946,000
Q1 2023

Apr 21, 2023

SELL
$71.11 - $75.78 $16,710 - $17,808
-235 Reduced 1.87%
12,335 $921,000
Q4 2022

Jan 26, 2023

BUY
$71.53 - $77.19 $37,839 - $40,833
529 Added 4.39%
12,570 $0
Q3 2022

Nov 09, 2022

BUY
N/A
2,573 Added 27.18%
12,041 $803,000
Q2 2022

Jul 19, 2022

BUY
N/A
204 Added 2.2%
9,468 $683,000
Q1 2022

Apr 27, 2022

SELL
N/A
-671 Reduced 6.75%
9,264 $659,000
Q4 2021

Jan 21, 2022

BUY
N/A
9,935 New
9,935 $710,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Long Run Wealth Advisors, LLC Portfolio

Follow Long Run Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.