Long Run Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.18M Buy
2025
Q2
$4.76M Sell
2025
Q1
$4.31M Buy
2024
Q4
$4.5M Sell
2024
Q3
$4.45M Hold
2024
Q2
$4.22M Sell
2024
Q1
$4.07M Sell
2023
Q4
$3.78M Buy
2023
Q3
$3.3M Sell
2023
Q2
$3.49M Sell
2023
Q1
$3.23M Hold
2022
Q4
$3.02M Sell
2022
Q3
$2.85M Hold
2022
Q2
$3.01M Buy
2022
Q1
$3.41M Hold
2021
Q4
$3.58M Buy