Kingswood Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,179 shares of XLB stock, worth $538,808. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,179
Previous 3,488 77.15%
Holding current value
$538,808
Previous $338 Million 53.96%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$83.8 - $97.58 $225,505 - $262,587
2,691 Added 77.15%
6,179 $520 Million
Q3 2024

Oct 21, 2024
SELL
$86.95 - $97.09 $32,432 - $36,214
-373 Reduced 9.66%
3,488 $338 Million
Q2 2024

Jul 09, 2024
BUY
$88.28 - $93.06 $340,849 - $359,304
3,861 New
3,861 $341 Million
Q3 2023

Oct 23, 2023
SELL
$77.84 - $85.72 $934 - $1,028
-12 Reduced 0.43%
2,800 $218 Million
Q2 2023

Aug 09, 2023
BUY
$75.02 - $82.87 $210,956 - $233,030
2,812 New
2,812 $233 Million

Others Institutions Holding XLB

# of Institutions
956
Shares Held
62.1M
Call Options Held
9.93M
Put Options Held
12.9M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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