Kingswood Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,667 shares of XLU stock, worth $769,282. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,667
Previous 7,048 22.97%
Holding current value
$769,282
Previous $576 Million 31.32%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$81.14 - $87.32 $131,365 - $141,371
1,619 Added 22.97%
8,667 $756 Million
Q2 2025

Jul 23, 2025
BUY
$73.09 - $82.77 $1,315 - $1,489
18 Added 0.26%
7,048 $576 Million
Q1 2025

Jul 25, 2025
SELL
$74.7 - $80.27 $28,087 - $30,181
-376 Reduced 5.33%
6,672 $526 Million
Q1 2025

Apr 21, 2025
SELL
$74.7 - $80.27 $45,567 - $48,964
-610 Reduced 7.98%
7,030 $554 Million
Q4 2024

Jan 22, 2025
BUY
$74.89 - $82.93 $196,960 - $218,105
2,630 Added 52.5%
7,640 $578 Million
Q3 2024

Oct 21, 2024
BUY
$67.67 - $80.78 $339,026 - $404,707
5,010 New
5,010 $405 Million

Others Institutions Holding XLU

# of Institutions
1,672
Shares Held
162M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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