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Long Run Wealth Advisors, LLC

SEC CIK
0001903296
Latest filing
Feb 2, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Long Run Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q4 2025 holdings

Shares (Q4 2025)
7,786
Value
$5.31M
% of portfolio
1.0%
Quarters held
17
Since Q4 2021
Holdings of SPY by Long Run Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20257,786$5.31M1.0%+16+0.2%AddedHolders
Q3 20257,770$5.18M1.0%+71+0.9%AddedHolders
Q2 20257,699$4.76M1.0%−5−0.1%ReducedHolders
Q1 20257,704$4.31M1.0%+20+0.3%AddedHolders
Q4 20247,684$4.50M1.1%−75−1.0%ReducedHolders
Q3 20247,759$4.45M1.0%00.0%UnchangedHolders
Q2 20247,759$4.22M1.1%−21−0.3%ReducedHolders
Q1 20247,780$4.07M1.1%−171−2.2%ReducedHolders
Q4 20237,951$3.78M1.1%+226+2.9%AddedHolders
Q3 20237,725$3.30M1.1%−156−2.0%ReducedHolders
Q2 20237,881$3.49M1.1%−14−0.2%ReducedHolders
Q1 20237,895$3.23M1.1%00.0%UnchangedHolders
Q4 20227,895$3.02M1.1%−75−0.9%ReducedHolders
Q3 20227,970$2.85M1.1%00.0%UnchangedHolders
Q2 20227,970$3.01M1.2%+425+5.6%AddedHolders
Q1 20227,545$3.41M1.2%00.0%UnchangedHolders
Q4 20217,545$3.58M1.2%–No prior filingHolders