Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,346 shares of SPYD stock, worth $764,264. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,346
Previous 21,346 18.74%
Holding current value
$764,264
Previous $942 Million 21.86%
% of portfolio
0.06%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$38.81 - $44.28 $155,240 - $177,120
-4,000 Reduced 18.74%
17,346 $736 Million
Q1 2025

Apr 21, 2025
SELL
$42.18 - $45.16 $878,398 - $940,456
-20,825 Reduced 49.38%
21,346 $942 Million
Q4 2024

Jan 22, 2025
BUY
$43.02 - $47.32 $1.81 Million - $2 Million
42,171 New
42,171 $1.82 Billion

Others Institutions Holding SPYD

# of Institutions
515
Shares Held
50.2M
Call Options Held
102K
Put Options Held
32.1K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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