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 27,351 shares of SPYG stock, worth $2.48 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

27,351

Previous 11,903 129.78%

Holding current value

$2.48 Million

Previous $987 Million 143.53%

% of portfolio

0.18%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$81.74 - $91.38 $1.26 Million - $1.41 Million	15,448 Added 129.78%	27,351 $2.4 Billion
Q3 2024 Oct 21, 2024	SELL	$73.38 - $84.1 $1.02 Million - $1.17 Million	-13,863 Reduced 53.8%	11,903 $987 Million
Q2 2024 Jul 09, 2024	BUY	$68.71 - $80.95 $1.01 Million - $1.19 Million	14,652 Added 131.83%	25,766 $2.06 Billion
Q1 2024 Apr 15, 2024	SELL	$63.12 - $73.73 $126,429 - $147,681	-2,003 Reduced 15.27%	11,114 $813 Million
Q4 2023 Jan 16, 2024	BUY	$57.02 - $65.3 $343,773 - $393,693	6,029 Added 85.06%	13,117 $853 Million
Q3 2023 Oct 23, 2023	SELL	$58.97 - $62.89 $12,383 - $13,206	-210 Reduced 2.88%	7,088 $425 Million
Q2 2023 Aug 09, 2023	BUY	$54.76 - $61.01 $399,638 - $445,250	7,298 New	7,298 $445 Million

Others Institutions Holding SPYG

# of Institutions

1,164

Shares Held

293M

Call Options Held

416K

Put Options Held

207K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Kingswood Wealth Advisors, LLC Spdr Portfolio Transaction History