Kingsview Wealth Management, LLC Spdr Portfolio Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 27,703 shares of SPMD stock, worth $1.47 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,703

Previous 30,659 9.64%

Holding current value

$1.47 Million

Previous $1.68 Million 15.45%

% of portfolio

0.03%

Previous 0.04%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$50.21 - $57.73 $148,420 - $170,649	-2,956 Reduced 9.64%	27,703 $1.42 Million
Q4 2024 Jan 28, 2025	BUY	$54.13 - $59.56 $30,529 - $33,591	564 Added 1.87%	30,659 $1.68 Million
Q3 2024 Nov 12, 2024	BUY	$50.29 - $54.92 $451,956 - $493,566	8,987 Added 42.58%	30,095 $1.65 Million
Q2 2024 Aug 14, 2024	BUY	$49.54 - $53.39 $16,546 - $17,832	334 Added 1.61%	21,108 $1.08 Million
Q1 2024 May 09, 2024	BUY	$47.16 - $53.34 $173,595 - $196,344	3,681 Added 21.54%	20,774 $1.11 Million
Q4 2023 Feb 08, 2024	BUY	$40.76 - $49.2 $48,463 - $58,498	1,189 Added 7.48%	17,093 $832,000
Q3 2023 Nov 07, 2023	SELL	$43.23 - $47.8 $529,524 - $585,502	-12,249 Reduced 43.51%	15,904 $696,000
Q2 2023 Aug 10, 2023	BUY	$42.21 - $45.89 $69,477 - $75,534	1,646 Added 6.21%	28,153 $1.29 Million
Q1 2023 May 15, 2023	BUY	$41.67 - $47.74 $50,379 - $57,717	1,209 Added 4.78%	26,507 $1.16 Million
Q4 2022 Feb 13, 2023	BUY	$39.32 - $45.21 $32,439 - $37,298	825 Added 3.37%	25,298 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$38.55 - $46.17 $22,397 - $26,824	-581 Reduced 2.32%	24,473 $944,000
Q2 2022 Aug 16, 2022	BUY	$38.67 - $47.45 $125,832 - $154,402	3,254 Added 14.93%	25,054 $994,000
Q1 2022 Feb 08, 2024	BUY	$44.15 - $50.14 $246,047 - $279,430	5,573 Added 32.6%	22,666 $0
Q4 2021 Feb 17, 2022	BUY	$46.63 - $50.95 $4,289 - $4,687	92 Added 0.42%	21,800 $1.08 Million
Q3 2021 Dec 03, 2021	BUY	$45.05 - $48.67 $855 - $924	19 Added 0.09%	21,708 $1 Million
Q2 2021 Aug 17, 2021	BUY	$45.87 - $48.58 $51,466 - $54,506	1,122 Added 5.46%	21,689 $1.03 Million
Q1 2021 May 24, 2021	BUY	$39.79 - $47.1 $278 - $329	7 Added 0.03%	20,567 $954,000
Q4 2020 Feb 16, 2021	BUY	$33.07 - $40.57 $36,145 - $44,343	1,093 Added 5.61%	20,560 $831,000
Q3 2020 Nov 19, 2020	BUY	$30.67 - $34.54 $58,641 - $66,040	1,912 Added 10.89%	19,467 $635,000
Q2 2020 Aug 14, 2020	BUY	$23.46 - $34.21 $24,445 - $35,646	1,042 Added 6.31%	17,555 $549,000
Q1 2020 May 11, 2020	BUY	$21.39 - $37.02 $62,437 - $108,061	2,919 Added 21.47%	16,513 $418,000
Q4 2019 Jan 31, 2020	BUY	$32.63 - $36.43 $443,572 - $495,229	13,594 New	13,594 $493,000
Q4 2019 Jan 30, 2020	SELL	$32.63 - $36.43 $447,912 - $500,074	-13,727 Closed	0 $0
Q3 2019 Jan 29, 2020	SELL	$33.7 - $34.71 $38,114 - $39,257	-1,131 Reduced 7.61%	13,727 $465,000
Q2 2019 Jan 29, 2020	BUY	N/A	2,654 Added 21.75%	14,858 $506,000
Q1 2019 Jan 29, 2020	BUY	N/A	662 Added 5.74%	12,204 $407,000
Q4 2018 Jan 29, 2020	BUY	N/A	4,513 Added 64.21%	11,542 $340,000
Q3 2018 Jan 29, 2020	BUY	N/A	7,029 New	7,029 $254,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

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Kingsview Wealth Management, LLC Spdr Portfolio Transaction History