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

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

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 101,494 shares of SPDW stock, worth $3.74 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

101,494

Previous 97,614 3.97%

Holding current value

$3.74 Million

Previous $3.33 Billion 10.92%

% of portfolio

0.14%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$33.84 - $37.77 $131,299 - $146,547	3,880 Added 3.97%	101,494 $3.7 Billion
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

1,051

Shares Held

537M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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