Kingswood Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 97,614 shares of SPDW stock, worth $3.59 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
97,614
Previous 88,828 9.89%
Holding current value
$3.59 Million
Previous $3.34 Billion 0.14%
% of portfolio
0.25%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$34.13 - $37.35 $299,866 - $328,157
8,786 Added 9.89%
97,614 $3.33 Billion
Q3 2024

Oct 21, 2024
BUY
$33.74 - $37.96 $773,219 - $869,929
22,917 Added 34.77%
88,828 $3.34 Billion
Q2 2024

Jul 09, 2024
BUY
$34.2 - $36.64 $1.71 Million - $1.84 Million
50,113 Added 317.21%
65,911 $2.31 Billion
Q1 2024

Apr 15, 2024
BUY
$32.85 - $35.9 $518,964 - $567,148
15,798 New
15,798 $566 Million

Others Institutions Holding SPDW

# of Institutions
1,043
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email