Kingswood Wealth Advisors, LLC Spdr Portfolio Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,732 shares of SPMD stock, worth $397,656. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,732

Previous 7,844 1.43%

Holding current value

$397,656

Previous $429 Million 1.41%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$54.13 - $59.56 $6,062 - $6,670	-112 Reduced 1.43%	7,732 $423 Million
Q3 2024 Oct 21, 2024	SELL	$50.29 - $54.92 $244,560 - $267,075	-4,863 Reduced 38.27%	7,844 $429 Million
Q2 2024 Jul 09, 2024	SELL	$49.54 - $53.39 $18,082 - $19,487	-365 Reduced 2.79%	12,707 $652 Million
Q1 2024 Apr 15, 2024	BUY	$47.16 - $53.34 $343,136 - $388,101	7,276 Added 125.53%	13,072 $697 Million
Q4 2023 Jan 16, 2024	BUY	$40.76 - $49.2 $15,366 - $18,548	377 Added 6.96%	5,796 $282 Million
Q3 2023 Oct 23, 2023	BUY	$43.23 - $47.8 $234,263 - $259,028	5,419 New	5,419 $237 Million

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

205M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Spdr Portfolio Transaction History