Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 32,420 shares of SPLG stock, worth $2.56 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

32,420

Previous 29,206 11.0%

Holding current value

$2.56 Million

Previous $2.12 Billion 19.64%

% of portfolio

0.15%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$72.65 - $78.68 $233,497 - $252,877	3,214 Added 11.0%	32,420 $2.54 Billion
Q2 2025 Jul 23, 2025	BUY	$58.41 - $72.69 $283,288 - $352,546	4,850 Added 19.91%	29,206 $2.12 Billion
Q1 2025 Jul 25, 2025	SELL	$64.88 - $72.1 $314,668 - $349,685	-4,850 Reduced 16.61%	24,356 $1.6 Billion
Q1 2025 Apr 21, 2025	BUY	$64.88 - $72.1 $29,715 - $33,021	458 Added 1.92%	24,356 $1.6 Billion
Q4 2024 Jan 22, 2025	BUY	$66.77 - $71.52 $21,166 - $22,671	317 Added 1.34%	23,898 $1.65 Billion

Q3 2024 Oct 21, 2024	BUY	$60.84 - $67.51 $115,596 - $128,269	1,900 Added 8.76%	23,581 $1.59 Billion
Q2 2024 Jul 09, 2024	BUY	$58.24 - $64.51 $188,639 - $208,947	3,239 Added 17.56%	21,681 $1.39 Billion
Q1 2024 Apr 15, 2024	BUY	$54.97 - $61.53 $761,664 - $852,559	13,856 Added 302.14%	18,442 $1.13 Billion
Q4 2023 Jan 16, 2024	BUY	$48.29 - $56.08 $221,457 - $257,182	4,586 New	4,586 $256 Million

Others Institutions Holding SPLG

# of Institutions

1,560

Shares Held

820M

Call Options Held

1.05M

Put Options Held

1.54M

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History