Kingswood Wealth Advisors, LLC Spdr Portfolio Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,844 shares of SPMD stock, worth $433,773. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,844
Previous 12,707 38.27%
Holding current value
$433,773
Previous $652 Million 34.2%
% of portfolio
0.03%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$50.29 - $54.92 $244,560 - $267,075
-4,863 Reduced 38.27%
7,844 $429 Million
Q2 2024

Jul 09, 2024
SELL
$49.54 - $53.39 $18,082 - $19,487
-365 Reduced 2.79%
12,707 $652 Million
Q1 2024

Apr 15, 2024
BUY
$47.16 - $53.34 $343,136 - $388,101
7,276 Added 125.53%
13,072 $697 Million
Q4 2023

Jan 16, 2024
BUY
$40.76 - $49.2 $15,366 - $18,548
377 Added 6.96%
5,796 $282 Million
Q3 2023

Oct 23, 2023
BUY
$43.23 - $47.8 $234,263 - $259,028
5,419 New
5,419 $237 Million

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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