Spdr S&p 500 Etf shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 7.8k | 666.16 |
| 2025-06-30 | $4.8M | 7.7k | 617.89 |
| 2025-03-31 | $4.3M | 7.7k | 559.41 |
| 2024-12-31 | $4.5M | 7.7k | 586.10 |
| 2024-09-30 | $4.5M | 7.8k | 573.76 |
| 2024-06-30 | $4.2M | 7.8k | 544.22 |
| 2024-03-31 | $4.1M | 7.8k | 523.07 |
| 2023-12-31 | $3.8M | 8.0k | 475.31 |
| 2023-09-30 | $3.3M | 7.7k | 427.48 |
| 2023-06-30 | $3.5M | 7.9k | 443.28 |
| 2023-03-31 | $3.2M | 7.9k | 409.39 |
| 2022-12-31 | $3.0M | 7.9k | 382.43 |
| 2022-09-30 | $2.8M | 8.0k | 357.21 |
| 2022-06-30 | $3.0M | 8.0k | 377.29 |
| 2022-03-31 | $3.4M | 7.5k | 451.56 |
| 2021-12-31 | $3.6M | 7.5k | 474.75 |