Kingswood Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 78,372 shares of SPY stock, worth $52.2 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares

78,372

Previous 73,142 7.15%

Holding current value

$52.2 Million

Previous $45.2 Billion 15.53%

% of portfolio

3.16%

Previous 3.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$617.65 - $666.84 $3.23 Million - $3.49 Million	5,230 Added 7.15%	78,372 $52.2 Billion
Q2 2025 Jul 23, 2025	SELL	$496.48 - $617.85 $108 Million - $134 Million	-217,027 Reduced 74.79%	73,142 $45.2 Billion
Q1 2025 Jul 25, 2025	SELL	$551.42 - $612.93 $9.53 Million - $10.6 Million	-17,284 Reduced 23.63%	55,858 $31.3 Billion
Q1 2025 Apr 21, 2025	BUY	$551.42 - $612.93 $116 Million - $128 Million	209,506 Added 259.73%	290,169 $163 Billion
Q4 2024 Jan 22, 2025	BUY	$567.81 - $607.81 $24.7 Million - $26.5 Million	43,587 Added 117.56%	80,663 $47.3 Billion

Q3 2024 Oct 21, 2024	SELL	$517.38 - $573.86 $11.7 Million - $12.9 Million	-22,543 Reduced 37.81%	37,076 $21.2 Billion
Q2 2024 Jul 09, 2024	BUY	$495.16 - $548.49 $10.7 Million - $11.9 Million	21,672 Added 57.11%	59,619 $32.4 Billion
Q1 2024 Apr 15, 2024	SELL	$467.28 - $523.17 $9.77 Million - $10.9 Million	-20,915 Reduced 35.53%	37,947 $19.8 Billion
Q4 2023 Jan 16, 2024	BUY	$410.68 - $476.69 $19 Million - $22.1 Million	46,276 Added 367.68%	58,862 $28 Billion
Q3 2023 Oct 23, 2023	SELL	$425.88 - $457.79 $2.84 Million - $3.06 Million	-6,680 Reduced 34.67%	12,586 $11.9 Billion
Q2 2023 Aug 09, 2023	BUY	$404.36 - $443.28 $7.79 Million - $8.54 Million	19,266 New	19,266 $8.54 Billion

Others Institutions Holding SPY

# of Institutions

5,287

Shares Held

556M

Call Options Held

339M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

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.

Account

Kingswood Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History