Kingswood Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,629 shares of XLY stock, worth $5.69 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

24,629

Previous 7,399 232.87%

Holding current value

$5.69 Million

Previous $1.61 Billion 267.03%

% of portfolio

0.36%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$216.09 - $242.18 $3.72 Million - $4.17 Million	17,230 Added 232.87%	24,629 $5.9 Billion
Q2 2025 Jul 23, 2025	BUY	$176.34 - $218.59 $177,750 - $220,338	1,008 Added 15.77%	7,399 $1.61 Billion
Q1 2025 Jul 25, 2025	SELL	$192.6 - $233.2 $194,140 - $235,065	-1,008 Reduced 13.62%	6,391 $1.27 Billion
Q1 2025 Apr 21, 2025	SELL	$192.6 - $233.2 $602,260 - $729,216	-3,127 Reduced 32.85%	6,391 $1.27 Billion
Q4 2024 Jan 22, 2025	SELL	$194.8 - $239.43 $326,095 - $400,805	-1,674 Reduced 14.96%	9,518 $2.14 Billion

Q3 2024 Oct 21, 2024	BUY	$170.05 - $200.86 $450,122 - $531,676	2,647 Added 30.98%	11,192 $2.24 Billion
Q2 2024 Jul 09, 2024	BUY	$169.76 - $184.45 $53,474 - $58,101	315 Added 3.83%	8,545 $1.56 Billion
Q1 2024 Apr 15, 2024	SELL	$170.9 - $185.02 $560,552 - $606,865	-3,280 Reduced 28.5%	8,230 $1.51 Billion
Q4 2023 Jan 16, 2024	BUY	$148.04 - $181.41 $1.39 Million - $1.7 Million	9,375 Added 439.11%	11,510 $2.06 Billion
Q3 2023 Oct 23, 2023	SELL	$158.36 - $176.97 $1.89 Million - $2.11 Million	-11,919 Reduced 84.81%	2,135 $1.5 Billion
Q2 2023 Aug 09, 2023	BUY	$143.54 - $169.81 $2.02 Million - $2.39 Million	14,054 New	14,054 $2.39 Billion

Others Institutions Holding XLY

# of Institutions

1,497

Shares Held

88.1M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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 Select Sector Spdr Consumer Di Transaction History