Kingswood Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,245 shares of XLP stock, worth $322,789. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,245
Previous 3,951 7.44%
Holding current value
$322,789
Previous $311 Million 11.67%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
294 Added 7.44%
4,245 $347 Million
Q4 2024

Jan 22, 2025
BUY
N/A
114 Added 2.97%
3,951 $311 Million
Q3 2024

Oct 21, 2024
BUY
$76.04 - $76.04 $291,765 - $291,765
3,837 New
3,837 $318 Million

Others Institutions Holding XLP

# of Institutions
1,387
Shares Held
175M
Call Options Held
10.4M
Put Options Held
14.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email