Kingswood Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 87,292 shares of SPY stock, worth $58.1 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

87,292

Previous 78,372 11.38%

Holding current value

$58.1 Million

Previous $52.2 Billion 14.01%

% of portfolio

2.88%

Previous 3.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$653.02 - $687.39 $5.82 Million - $6.13 Million	8,920 Added 11.38%	87,292 $59.5 Billion
Q3 2025 Oct 23, 2025	BUY	$617.65 - $666.84 $3.23 Million - $3.49 Million	5,230 Added 7.15%	78,372 $52.2 Billion
Q2 2025 Jul 23, 2025	SELL	$496.48 - $617.85 $108 Million - $134 Million	-217,027 Reduced 74.79%	73,142 $45.2 Billion
Q1 2025 Jul 25, 2025	SELL	$551.42 - $612.93 $9.53 Million - $10.6 Million	-17,284 Reduced 23.63%	55,858 $31.3 Billion
Q1 2025 Apr 21, 2025	BUY	$551.42 - $612.93 $116 Million - $128 Million	209,506 Added 259.73%	290,169 $163 Billion

Q4 2024 Jan 22, 2025	BUY	$567.81 - $607.81 $24.7 Million - $26.5 Million	43,587 Added 117.56%	80,663 $47.3 Billion
Q3 2024 Oct 21, 2024	SELL	$517.38 - $573.86 $11.7 Million - $12.9 Million	-22,543 Reduced 37.81%	37,076 $21.2 Billion
Q2 2024 Jul 09, 2024	BUY	$495.16 - $548.49 $10.7 Million - $11.9 Million	21,672 Added 57.11%	59,619 $32.4 Billion
Q1 2024 Apr 15, 2024	SELL	$467.28 - $523.17 $9.77 Million - $10.9 Million	-20,915 Reduced 35.53%	37,947 $19.8 Billion
Q4 2023 Jan 16, 2024	BUY	$410.68 - $476.69 $19 Million - $22.1 Million	46,276 Added 367.68%	58,862 $28 Billion
Q3 2023 Oct 23, 2023	SELL	$425.88 - $457.79 $2.84 Million - $3.06 Million	-6,680 Reduced 34.67%	12,586 $11.9 Billion
Q2 2023 Aug 09, 2023	BUY	$404.36 - $443.28 $7.79 Million - $8.54 Million	19,266 New	19,266 $8.54 Billion

Others Institutions Holding SPY

# of Institutions

5,360

Shares Held

560M

Call Options Held

298M

Put Options Held

700M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Kingswood Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History