Kingswood Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,034 shares of SPSB stock, worth $750,268. This represents 0.03% of its overall portfolio holdings.

Number of Shares

25,034

Previous 25,054 0.08%

Holding current value

$750,268

Previous $748 Million 0.62%

% of portfolio

0.03%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$29.82 - $30.1 $596 - $602	-20 Reduced 0.08%	25,034 $753 Million
Q4 2024 Jan 22, 2025	BUY	$29.77 - $30.19 $207,943 - $210,877	6,985 Added 38.66%	25,054 $748 Million
Q3 2024 Oct 21, 2024	BUY	$29.58 - $30.31 $147 - $151	5 Added 0.03%	18,069 $547 Million
Q2 2024 Jul 09, 2024	SELL	$29.51 - $29.7 $251,720 - $253,341	-8,530 Reduced 32.07%	18,064 $537 Million
Q1 2024 Apr 15, 2024	BUY	$29.65 - $29.92 $622 - $628	21 Added 0.08%	26,594 $792 Million
Q4 2023 Jan 16, 2024	BUY	$29.14 - $29.78 $177,928 - $181,836	6,106 Added 29.83%	26,573 $791 Million
Q3 2023 Oct 23, 2023	BUY	$29.26 - $29.5 $598,864 - $603,776	20,467 New	20,467 $600 Million

Others Institutions Holding SPSB

# of Institutions

614

Shares Held

224M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

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 Spdr Portfolio Short Term Corp Transaction History