Kingswood Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 59,701 shares of SPEM stock, worth $2.36 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
59,701
Previous 60,471 1.27%
Holding current value
$2.36 Million
Previous $2.5 Billion 8.24%
% of portfolio
0.17%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$38.37 - $42.82 $29,544 - $32,971
-770 Reduced 1.27%
59,701 $2.29 Billion
Q3 2024

Oct 21, 2024
BUY
$36.02 - $41.68 $1.18 Million - $1.36 Million
32,741 Added 118.07%
60,471 $2.5 Billion
Q2 2024

Jul 09, 2024
BUY
$35.3 - $38.79 $647,613 - $711,641
18,346 Added 195.5%
27,730 $1.04 Billion
Q1 2024

Apr 15, 2024
BUY
$33.69 - $36.47 $316,146 - $342,234
9,384 New
9,384 $340 Million

Others Institutions Holding SPEM

# of Institutions
878
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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