Kingswood Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 73,142 shares of SPY stock, worth $47 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
73,142
Previous 290,169 74.79%
Holding current value
$47 Million
Previous $163 Billion 72.23%
% of portfolio
3.57%
Previous 6.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$496.48 - $617.85 $108 Million - $134 Million
-217,027 Reduced 74.79%
73,142 $45.2 Billion
Q1 2025

Jul 25, 2025
SELL
$551.42 - $612.93 $9.53 Million - $10.6 Million
-17,284 Reduced 23.63%
55,858 $31.3 Billion
Q1 2025

Apr 21, 2025
BUY
$551.42 - $612.93 $116 Million - $128 Million
209,506 Added 259.73%
290,169 $163 Billion
Q4 2024

Jan 22, 2025
BUY
$567.81 - $607.81 $24.7 Million - $26.5 Million
43,587 Added 117.56%
80,663 $47.3 Billion
Q3 2024

Oct 21, 2024
SELL
$517.38 - $573.86 $11.7 Million - $12.9 Million
-22,543 Reduced 37.81%
37,076 $21.2 Billion
Q2 2024

Jul 09, 2024
BUY
$495.16 - $548.49 $10.7 Million - $11.9 Million
21,672 Added 57.11%
59,619 $32.4 Billion
Q1 2024

Apr 15, 2024
SELL
$467.28 - $523.17 $9.77 Million - $10.9 Million
-20,915 Reduced 35.53%
37,947 $19.8 Billion
Q4 2023

Jan 16, 2024
BUY
$410.68 - $476.69 $19 Million - $22.1 Million
46,276 Added 367.68%
58,862 $28 Billion
Q3 2023

Oct 23, 2023
SELL
$425.88 - $457.79 $2.84 Million - $3.06 Million
-6,680 Reduced 34.67%
12,586 $11.9 Billion
Q2 2023

Aug 09, 2023
BUY
$404.36 - $443.28 $7.79 Million - $8.54 Million
19,266 New
19,266 $8.54 Billion

Others Institutions Holding SPY

# of Institutions
5,171
Shares Held
642M
Call Options Held
378M
Put Options Held
721M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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