Kingswood Wealth Advisors, LLC Technology Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

$1.11 Trillion
Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,992 shares of XLK stock, worth $2.7 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,992

Previous 6,561 82.78%

Holding current value

$2.7 Million

Previous $1.37 Billion 98.53%

% of portfolio

0.24%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$192.53 - $231.41 $1.05 Million - $1.26 Million	5,431 Added 82.78%	11,992 $2.71 Billion
Q1 2024 Apr 15, 2024	SELL	$184.12 - $211.02 $179,332 - $205,533	-974 Reduced 12.93%	6,561 $1.37 Billion
Q4 2023 Jan 16, 2024	BUY	$160.19 - $193.07 $715,889 - $862,829	4,469 Added 145.76%	7,535 $1.45 Billion
Q3 2023 Oct 23, 2023	SELL	$161.97 - $180.26 $136,054 - $151,418	-840 Reduced 21.51%	3,066 $1.19 Billion
Q2 2023 Aug 09, 2023	BUY	$143.97 - $174.63 $562,346 - $682,104	3,906 New	3,906 $679 Million

Others Institutions Holding XLK

# of Institutions

2,199

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Kingswood Wealth Advisors, LLC Technology Sector Spdr Transaction History