Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,939 shares of SPTM stock, worth $396,665. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,939
Previous 6,239 4.81%
Holding current value
$396,665
Previous $365 Million 4.47%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$57.38 - $64.15 $17,214 - $19,245
-300 Reduced 4.81%
5,939 $381 Million
Q3 2023

Oct 23, 2023
BUY
$52.22 - $56.31 $325,800 - $351,318
6,239 New
6,239 $327 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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