Kingswood Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 29,469 shares of SDY stock, worth $4.09 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

29,469

Previous 51,102 42.33%

Holding current value

$4.09 Million

Previous $6.93 Billion 42.28%

% of portfolio

0.32%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$121.58 - $136.74 $2.63 Million - $2.96 Million	-21,633 Reduced 42.33%	29,469 $4 Billion
Q1 2025 Jul 25, 2025	SELL	$128.74 - $138.67 $149,209 - $160,718	-1,159 Reduced 3.93%	28,310 $3.84 Billion
Q1 2025 Apr 21, 2025	BUY	$128.74 - $138.67 $1.47 Million - $1.58 Million	11,413 Added 28.76%	51,102 $6.93 Billion
Q4 2024 Jan 22, 2025	BUY	$131.66 - $144.0 $1.18 Million - $1.3 Million	8,996 Added 29.31%	39,689 $5.24 Billion
Q3 2024 Oct 21, 2024	BUY	$125.95 - $142.04 $1.16 Million - $1.31 Million	9,206 Added 42.84%	30,693 $4.36 Billion
Q2 2024 Jul 09, 2024	BUY	$124.6 - $132.46 $130,705 - $138,950	1,049 Added 5.13%	21,487 $2.73 Billion
Q1 2024 Apr 15, 2024	BUY	$122.28 - $131.24 $115,432 - $123,890	944 Added 4.84%	20,438 $2.68 Billion
Q4 2023 Jan 16, 2024	BUY	$110.2 - $125.58 $394,295 - $449,325	3,578 Added 22.48%	19,494 $2.44 Billion
Q3 2023 Oct 23, 2023	BUY	$115.01 - $127.58 $1.37 Million - $1.52 Million	11,917 Added 298.0%	15,916 $1.83 Billion
Q2 2023 Aug 09, 2023	BUY	$117.3 - $124.97 $469,082 - $499,755	3,999 New	3,999 $490 Million

Others Institutions Holding SDY

# of Institutions

1,339

Shares Held

71.2M

Call Options Held

77.7K

Put Options Held

26.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History