Kingswood Wealth Advisors, LLC Energy Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,057 shares of XLE stock, worth $981,319. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,057

Previous 8,874 35.87%

Holding current value

$981,319

Previous $760 Million 48.32%

% of portfolio

0.04%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$85.7 - $93.96 $272,783 - $299,074	3,183 Added 35.87%	12,057 $1.13 Billion
Q4 2024 Jan 22, 2025	SELL	$83.32 - $97.27 $3.76 Million - $4.39 Million	-45,171 Reduced 83.58%	8,874 $760 Million
Q3 2024 Oct 21, 2024	BUY	$84.35 - $93.39 $3.75 Million - $4.15 Million	44,449 Added 463.2%	54,045 $4.75 Billion
Q2 2024 Jul 09, 2024	BUY	$88.04 - $98.08 $203,636 - $226,859	2,313 Added 31.76%	9,596 $875 Million
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $17,100 - $20,203	-214 Reduced 2.85%	7,283 $688 Million
Q4 2023 Jan 16, 2024	SELL	$81.2 - $91.96 $124,885 - $141,434	-1,538 Reduced 17.02%	7,497 $629 Million
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $714,578 - $843,507	9,035 New	9,035 $819 Million

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Kingswood Wealth Advisors, LLC Energy Sector Spdr Transaction History