Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 35,891 shares of SPSM stock, worth $1.55 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

35,891

Previous 33,272 7.87%

Holding current value

$1.55 Million

Previous $1.36 Billion 12.71%

% of portfolio

0.12%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$35.35 - $42.68 $92,581 - $111,778	2,619 Added 7.87%	35,891 $1.53 Billion
Q1 2025 Jul 25, 2025	SELL	$40.03 - $46.81 $148,431 - $173,571	-3,708 Reduced 10.33%	32,183 $1.31 Billion
Q1 2025 Apr 21, 2025	BUY	$40.03 - $46.81 $82,101 - $96,007	2,051 Added 6.57%	33,272 $1.36 Billion
Q4 2024 Jan 22, 2025	BUY	$44.33 - $49.55 $153,160 - $171,195	3,455 Added 12.44%	31,221 $1.4 Billion
Q3 2024 Oct 21, 2024	BUY	$41.02 - $46.01 $369,959 - $414,964	9,019 Added 48.11%	27,766 $1.26 Billion
Q2 2024 Jul 09, 2024	BUY	$39.75 - $43.15 $745,193 - $808,933	18,747 New	18,747 $779 Million

Others Institutions Holding SPSM

# of Institutions

970

Shares Held

202M

Call Options Held

64.8K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History