Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,810 shares of SPYV stock, worth $282,656. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,810
Previous 7,085 18.0%
Holding current value
$282,656
Previous $330 Million 11.89%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 15, 2024
SELL
$45.88 - $50.1 $58,497 - $63,877
-1,275 Reduced 18.0%
5,810 $291 Million
Q4 2023

Jan 16, 2024
BUY
$39.63 - $46.73 $280,778 - $331,082
7,085 New
7,085 $330 Million

Others Institutions Holding SPYV

# of Institutions
887
Shares Held
371M
Call Options Held
246K
Put Options Held
10.2K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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