Long Run Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 16,471 shares of XLY stock, worth $3.6 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

16,471

Previous 19,986 17.59%

Holding current value

$3.6 Million

Previous $4 Million 7.72%

% of portfolio

0.9%

Previous 0.95%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$194.8 - $239.43 $684,722 - $841,596	-3,515 Reduced 17.59%	16,471 $3.7 Million
Q3 2024 Oct 30, 2024	BUY	$170.05 - $200.86 $38,771 - $45,796	228 Added 1.15%	19,986 $4 Million
Q2 2024 Jul 19, 2024	SELL	$169.76 - $184.45 $5.87 Million - $6.38 Million	-34,565 Reduced 63.63%	19,758 $3.6 Million
Q1 2024 Apr 24, 2024	BUY	$170.9 - $185.02 $476,469 - $515,835	2,788 Added 5.41%	54,323 $9.99 Million
Q4 2023 Jan 10, 2024	BUY	$148.04 - $181.41 $445,156 - $545,499	3,007 Added 6.2%	51,535 $9.21 Million
Q3 2023 Oct 10, 2023	BUY	$158.36 - $176.97 $313,869 - $350,754	1,982 Added 4.26%	48,528 $7.81 Million
Q2 2023 Jul 17, 2023	BUY	$143.54 - $169.81 $387,988 - $458,996	2,703 Added 6.17%	46,546 $7.9 Million
Q1 2023 Apr 21, 2023	BUY	$128.39 - $156.16 $1.44 Million - $1.75 Million	11,177 Added 34.22%	43,843 $6.56 Million
Q4 2022 Jan 26, 2023	BUY	$126.26 - $147.57 $213,253 - $249,245	1,689 Added 5.45%	32,666 $0
Q3 2022 Nov 09, 2022	SELL	$140.01 - $172.97 $2.09 Million - $2.58 Million	-14,912 Reduced 32.5%	30,977 $4.41 Million
Q2 2022 Jul 19, 2022	BUY	$134.63 - $189.39 $248,796 - $349,992	1,848 Added 4.2%	45,889 $6.31 Million
Q1 2022 Apr 27, 2022	BUY	$163.19 - $210.31 $316,425 - $407,791	1,939 Added 4.61%	44,041 $8.16 Million
Q4 2021 Jan 21, 2022	BUY	$179.37 - $211.42 $7.55 Million - $8.9 Million	42,102 New	42,102 $8.58 Million

Others Institutions Holding XLY

# of Institutions

1,449

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Long Run Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History