Kingswood Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,787 shares of XBI stock, worth $418,671. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,787

Previous 3,230 48.2%

Holding current value

$418,671

Previous $319 Million 35.12%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$89.81 - $104.0 $139,834 - $161,928	1,557 Added 48.2%	4,787 $431 Million
Q3 2024 Oct 21, 2024	SELL	$90.87 - $102.43 $201,095 - $226,677	-2,213 Reduced 40.66%	3,230 $319 Million
Q2 2024 Jul 09, 2024	BUY	$82.22 - $94.12 $33,792 - $38,683	411 Added 8.17%	5,443 $505 Million
Q1 2024 Apr 15, 2024	SELL	$87.05 - $102.89 $71,206 - $84,164	-818 Reduced 13.98%	5,032 $477 Million
Q4 2023 Jan 16, 2024	SELL	$64.12 - $90.86 $29,815 - $42,249	-465 Reduced 7.36%	5,850 $522 Million
Q3 2023 Oct 23, 2023	BUY	$71.88 - $85.76 $208,523 - $248,789	2,901 Added 84.97%	6,315 $719 Million
Q2 2023 Aug 09, 2023	BUY	$75.38 - $90.23 $257,347 - $308,045	3,414 New	3,414 $284 Million

Others Institutions Holding XBI

# of Institutions

916

Shares Held

102M

Call Options Held

27.4M

Put Options Held

38.6M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Kingswood Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History