Kingswood Wealth Advisors, LLC Technology Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,561 shares of XLK stock, worth $1.53 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,561
Previous 7,535 12.93%
Holding current value
$1.53 Million
Previous $1.45 Billion 5.78%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Apr 15, 2024
SELL
$184.12 - $211.02 $179,332 - $205,533
-974 Reduced 12.93%
6,561 $1.37 Billion
Q4 2023

Jan 16, 2024
BUY
$160.19 - $193.07 $715,889 - $862,829
4,469 Added 145.76%
7,535 $1.45 Billion
Q3 2023

Oct 23, 2023
SELL
$161.97 - $180.26 $136,054 - $151,418
-840 Reduced 21.51%
3,066 $1.19 Billion
Q2 2023

Aug 09, 2023
BUY
$143.97 - $174.63 $562,346 - $682,104
3,906 New
3,906 $679 Million

Others Institutions Holding XLK

# of Institutions
2,112
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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