Kingswood Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Kingswood Wealth Advisors, LLC

$867 Billion
Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,230 shares of XLY stock, worth $1.56 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,230

Previous 11,510 28.5%

Holding current value

$1.56 Million

Previous $2.06 Billion 26.46%

% of portfolio

0.17%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$170.9 - $185.02 $560,552 - $606,865	-3,280 Reduced 28.5%	8,230 $1.51 Billion
Q4 2023 Jan 16, 2024	BUY	$148.04 - $181.41 $1.39 Million - $1.7 Million	9,375 Added 439.11%	11,510 $2.06 Billion
Q3 2023 Oct 23, 2023	SELL	$158.36 - $176.97 $1.89 Million - $2.11 Million	-11,919 Reduced 84.81%	2,135 $1.5 Billion
Q2 2023 Aug 09, 2023	BUY	$143.54 - $169.81 $2.02 Million - $2.39 Million	14,054 New	14,054 $2.39 Billion

Others Institutions Holding XLY

# of Institutions

1,267

Shares Held

82.5M

Call Options Held

9.96M

Put Options Held

13.9M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Kingswood Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History