Kingswood Wealth Advisors, LLC Spdr Portfolio Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 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 11,114 shares of SPYG stock, worth $904,790. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,114
Previous 13,117 15.27%
Holding current value
$904,790
Previous $853 Million 4.73%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
995
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

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