Kingsview Wealth Management, LLC Spdr S&P Software & Services E Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 68,040 shares of XSW stock, worth $12.3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

68,040

Previous 60,107 13.2%

Holding current value

$12.3 Million

Previous $11.4 Million 4.24%

% of portfolio

0.23%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$159.76 - $197.42 $1.27 Million - $1.57 Million	7,933 Added 13.2%	68,040 $10.9 Million
Q4 2024 Jan 28, 2025	BUY	$156.76 - $204.72 $9.42 Million - $12.3 Million	60,107 New	60,107 $11.4 Million
Q2 2024 Aug 14, 2024	SELL	$141.27 - $154.95 $27,265 - $29,905	-193 Reduced 0.47%	41,113 $6.21 Million
Q1 2024 May 09, 2024	BUY	$141.74 - $157.2 $4.73 Million - $5.25 Million	33,399 Added 422.4%	41,306 $6.44 Million
Q4 2023 Feb 08, 2024	SELL	$117.57 - $153.79 $620,299 - $811,396	-5,276 Reduced 40.02%	7,907 $1.19 Million
Q3 2023 Nov 07, 2023	BUY	$123.81 - $142.6 $1.63 Million - $1.88 Million	13,183 New	13,183 $1.67 Million
Q1 2023 May 15, 2023	BUY	$106.52 - $130.59 $237,752 - $291,476	2,232 New	2,232 $274,000

Others Institutions Holding XSW

# of Institutions

122

Shares Held

1.51M

Call Options Held

2.1K

Put Options Held

1.3K

View Full List

About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
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Kingsview Wealth Management, LLC Spdr S&P Software & Services E Transaction History