Long Run Wealth Advisors, LLC Energy Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

  • $411 Million
  • Q4 2024

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 74,038 shares of XLE stock, worth $6.73 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
74,038
Previous 71,191 4.0%
Holding current value
$6.73 Million
Previous $6.25 Million 1.47%
% of portfolio
1.54%
Previous 1.49%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,171
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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