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
1,360
Shares Held
181M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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