Kingswood Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,054 shares of SPSB stock, worth $750,617. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,054
Previous 18,069 38.66%
Holding current value
$750,617
Previous $547 Million 36.73%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Jan 22, 2025
BUY
$29.77 - $30.19 $207,943 - $210,877
6,985 Added 38.66%
25,054 $748 Million
Q3 2024

Oct 21, 2024
BUY
$29.58 - $30.31 $147 - $151
5 Added 0.03%
18,069 $547 Million
Q2 2024

Jul 09, 2024
SELL
$29.51 - $29.7 $251,720 - $253,341
-8,530 Reduced 32.07%
18,064 $537 Million
Q1 2024

Apr 15, 2024
BUY
$29.65 - $29.92 $622 - $628
21 Added 0.08%
26,594 $792 Million
Q4 2023

Jan 16, 2024
BUY
$29.14 - $29.78 $177,928 - $181,836
6,106 Added 29.83%
26,573 $791 Million
Q3 2023

Oct 23, 2023
BUY
$29.26 - $29.5 $598,864 - $603,776
20,467 New
20,467 $600 Million

Others Institutions Holding SPSB

# of Institutions
610
Shares Held
219M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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