Kingswood Wealth Advisors, LLC Technology Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 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 14,398 shares of XLK stock, worth $3.48 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

14,398

Previous 10,038 43.43%

Holding current value

$3.48 Million

Previous $2.27 Billion 47.76%

% of portfolio

0.25%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$220.26 - $241.44 $960,333 - $1.05 Million	4,360 Added 43.43%	14,398 $3.35 Billion
Q3 2024 Oct 21, 2024	SELL	$197.34 - $237.68 $385,602 - $464,426	-1,954 Reduced 16.29%	10,038 $2.27 Billion
Q2 2024 Jul 09, 2024	BUY	$192.53 - $231.41 $1.05 Million - $1.26 Million	5,431 Added 82.78%	11,992 $2.71 Billion
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

2,265

Shares Held

170M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Technology Sector Spdr Transaction History