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

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

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 20,925 shares of SPYV stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

20,925

Previous 31,033 32.57%

Holding current value

$1.09 Million

Previous $1.51 Billion 26.87%

% of portfolio

0.08%

Previous 0.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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