Long Run Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Long Run Wealth Advisors's SPY Position: Q4 2025 in Review
Long Run Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q4 2025, buying an estimated $10.8K and bringing the position to 7,786 shares worth $5.31M. The position accounts for 1% of the portfolio, ranked #27.
Long Run Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 17 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.
- Long Run Wealth Advisors held 7,786 shares of State Street SPDR S&P 500 ETF Trust worth $5.31M as of Q4 2025.
- Long Run Wealth Advisors bought 16 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $10.8K.
- State Street SPDR S&P 500 ETF Trust made up 1% of Long Run Wealth Advisors's portfolio in Q4 2025, its #27 holding.
- Long Run Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 17 quarters since.
- 4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.
Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.