Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,581 shares of SPLG stock, worth $1.62 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

23,581

Previous 21,681 8.76%

Holding current value

$1.62 Million

Previous $1.39 Billion 14.73%

% of portfolio

0.11%

Previous 0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$60.84 - $67.51 $115,596 - $128,269	1,900 Added 8.76%	23,581 $1.59 Billion
Q2 2024 Jul 09, 2024	BUY	$58.24 - $64.51 $188,639 - $208,947	3,239 Added 17.56%	21,681 $1.39 Billion
Q1 2024 Apr 15, 2024	BUY	$54.97 - $61.53 $761,664 - $852,559	13,856 Added 302.14%	18,442 $1.13 Billion
Q4 2023 Jan 16, 2024	BUY	$48.29 - $56.08 $221,457 - $257,182	4,586 New	4,586 $256 Million

Others Institutions Holding SPLG

# of Institutions

1,144

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History