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

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 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 37,947 shares of SPY stock, worth $20.7 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
37,947
Previous 58,862 35.53%
Holding current value
$20.7 Million
Previous $28 Billion 29.05%
% of portfolio
2.29%
Previous 3.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,334
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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