Kingswood Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 39,689 shares of SDY stock, worth $5.47 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

39,689

Previous 30,693 29.31%

Holding current value

$5.47 Million

Previous $4.36 Billion 20.31%

% of portfolio

0.39%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$131.66 - $144.0 $1.18 Million - $1.3 Million	8,996 Added 29.31%	39,689 $5.24 Billion
Q3 2024 Oct 21, 2024	BUY	$125.95 - $142.04 $1.16 Million - $1.31 Million	9,206 Added 42.84%	30,693 $4.36 Billion
Q2 2024 Jul 09, 2024	BUY	$124.6 - $132.46 $130,705 - $138,950	1,049 Added 5.13%	21,487 $2.73 Billion
Q1 2024 Apr 15, 2024	BUY	$122.28 - $131.24 $115,432 - $123,890	944 Added 4.84%	20,438 $2.68 Billion
Q4 2023 Jan 16, 2024	BUY	$110.2 - $125.58 $394,295 - $449,325	3,578 Added 22.48%	19,494 $2.44 Billion
Q3 2023 Oct 23, 2023	BUY	$115.01 - $127.58 $1.37 Million - $1.52 Million	11,917 Added 298.0%	15,916 $1.83 Billion
Q2 2023 Aug 09, 2023	BUY	$117.3 - $124.97 $469,082 - $499,755	3,999 New	3,999 $490 Million

Others Institutions Holding SDY

# of Institutions

1,312

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Kingswood Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History