Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,683 shares of SPYV stock, worth $824,744. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,683

Previous 17,119 14.23%

Holding current value

$824,744

Previous $896 Million 9.33%

% of portfolio

0.05%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$52.12 - $55.33 $126,964 - $134,783	-2,436 Reduced 14.23%	14,683 $812 Million
Q2 2025 Jul 23, 2025	SELL	$45.11 - $52.34 $53,139 - $61,656	-1,178 Reduced 6.44%	17,119 $896 Million
Q1 2025 Jul 25, 2025	SELL	$49.78 - $53.19 $43,209 - $46,168	-868 Reduced 5.07%	16,251 $830 Million
Q1 2025 Apr 21, 2025	SELL	$49.78 - $53.19 $95,577 - $102,124	-1,920 Reduced 9.5%	18,297 $934 Million
Q4 2024 Jan 22, 2025	SELL	$51.09 - $55.27 $36,171 - $39,131	-708 Reduced 3.38%	20,217 $1.03 Billion

Q3 2024 Oct 21, 2024	SELL	$48.51 - $52.86 $490,339 - $534,308	-10,108 Reduced 32.57%	20,925 $1.11 Billion
Q2 2024 Jul 09, 2024	BUY	$47.37 - $50.09 $1.19 Million - $1.26 Million	25,223 Added 434.13%	31,033 $1.51 Billion
Q1 2024 Apr 15, 2024	SELL	$45.88 - $50.1 $58,497 - $63,877	-1,275 Reduced 18.0%	5,810 $291 Million
Q4 2023 Jan 16, 2024	BUY	$39.63 - $46.73 $280,778 - $331,082	7,085 New	7,085 $330 Million

Others Institutions Holding SPYV

# of Institutions

1,181

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Industry ETFs

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Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History