Kingswood Wealth Advisors, LLC Technology Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

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 16,068 shares of XLK stock, worth $3.64 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,068

Previous 14,398 11.6%

Holding current value

$3.64 Million

Previous $3.35 Billion 0.75%

% of portfolio

0.13%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$206.38 - $242.18 $344,654 - $404,440	1,670 Added 11.6%	16,068 $3.32 Billion
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

2,406

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Kingswood Wealth Advisors, LLC Technology Sector Spdr Transaction History