Kingswood Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 37,076 shares of SPY stock, worth $22.4 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

37,076

Previous 59,619 37.81%

Holding current value

$22.4 Million

Previous $32.4 Billion 34.52%

% of portfolio

1.52%

Previous 2.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$517.38 - $573.86 $11.7 Million - $12.9 Million	-22,543 Reduced 37.81%	37,076 $21.2 Billion
Q2 2024 Jul 09, 2024	BUY	$495.16 - $548.49 $10.7 Million - $11.9 Million	21,672 Added 57.11%	59,619 $32.4 Billion
Q1 2024 Apr 15, 2024	SELL	$467.28 - $523.17 $9.77 Million - $10.9 Million	-20,915 Reduced 35.53%	37,947 $19.8 Billion
Q4 2023 Jan 16, 2024	BUY	$410.68 - $476.69 $19 Million - $22.1 Million	46,276 Added 367.68%	58,862 $28 Billion
Q3 2023 Oct 23, 2023	SELL	$425.88 - $457.79 $2.84 Million - $3.06 Million	-6,680 Reduced 34.67%	12,586 $11.9 Billion
Q2 2023 Aug 09, 2023	BUY	$404.36 - $443.28 $7.79 Million - $8.54 Million	19,266 New	19,266 $8.54 Billion

Others Institutions Holding SPY

# of Institutions

4,552

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Kingswood Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History