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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 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 86,378 shares of SPEM stock, worth $4.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

86,378

Previous 67,092 28.75%

Holding current value

$4.1 Million

Previous $2.87 Billion 41.01%

% of portfolio

0.24%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$42.67 - $46.91 $822,933 - $904,706	19,286 Added 28.75%	86,378 $4.04 Billion
Q2 2025 Jul 23, 2025	BUY	$34.72 - $42.74 $231,790 - $285,332	6,676 Added 11.05%	67,092 $2.87 Billion
Q1 2025 Jul 25, 2025	SELL	$37.07 - $40.63 $247,479 - $271,245	-6,676 Reduced 9.95%	60,416 $2.38 Billion
Q1 2025 Apr 21, 2025	BUY	$37.07 - $40.63 $26,505 - $29,050	715 Added 1.2%	60,416 $2.38 Billion
Q4 2024 Jan 22, 2025	SELL	$38.37 - $42.82 $29,544 - $32,971	-770 Reduced 1.27%	59,701 $2.29 Billion

Q3 2024 Oct 21, 2024	BUY	$36.02 - $41.68 $1.18 Million - $1.36 Million	32,741 Added 118.07%	60,471 $2.5 Billion
Q2 2024 Jul 09, 2024	BUY	$35.3 - $38.79 $647,613 - $711,641	18,346 Added 195.5%	27,730 $1.04 Billion
Q1 2024 Apr 15, 2024	BUY	$33.69 - $36.47 $316,146 - $342,234	9,384 New	9,384 $340 Million

Others Institutions Holding SPEM

# of Institutions

995

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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