Kingswood Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,893 shares of XLV stock, worth $1.02 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,893

Previous 5,540 24.42%

Holding current value

$1.02 Million

Previous $807 Million 31.29%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$143.3 - $157.24 $193,884 - $212,745	1,353 Added 24.42%	6,893 $1.06 Billion
Q2 2024 Jul 09, 2024	BUY	$138.43 - $147.09 $35,991 - $38,243	260 Added 4.92%	5,540 $807 Million
Q1 2024 Apr 15, 2024	SELL	$138.48 - $147.86 $141,111 - $150,669	-1,019 Reduced 16.18%	5,280 $780 Million
Q4 2023 Jan 16, 2024	BUY	$123.14 - $136.38 $69,820 - $77,327	567 Added 9.89%	6,299 $859 Million
Q3 2023 Oct 23, 2023	SELL	$128.74 - $136.24 $234,564 - $248,229	-1,822 Reduced 24.12%	5,732 $1.61 Billion
Q2 2023 Aug 09, 2023	BUY	$126.74 - $135.66 $957,393 - $1.02 Million	7,554 New	7,554 $1 Billion

Others Institutions Holding XLV

# of Institutions

1,941

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Kingswood Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History