Kingswood Wealth Advisors, LLC Financial Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 83,477 shares of XLF stock, worth $4.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

83,477

Previous 92,508 9.76%

Holding current value

$4.1 Million

Previous $4.19 Billion 3.75%

% of portfolio

0.3%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$44.89 - $51.34 $405,401 - $463,651	-9,031 Reduced 9.76%	83,477 $4.03 Billion
Q3 2024 Oct 21, 2024	BUY	$40.84 - $45.74 $2.98 Million - $3.34 Million	73,084 Added 376.26%	92,508 $4.19 Billion
Q2 2024 Jul 09, 2024	BUY	$39.59 - $42.49 $48,616 - $52,177	1,228 Added 6.75%	19,424 $799 Million
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $234,987 - $265,566	-6,305 Reduced 25.73%	18,196 $766 Million
Q4 2023 Jan 16, 2024	BUY	$31.45 - $37.72 $406,617 - $487,681	12,929 Added 111.73%	24,501 $921 Million
Q3 2023 Oct 23, 2023	BUY	$33.17 - $35.6 $383,843 - $411,963	11,572 New	11,572 $384 Million

Others Institutions Holding XLF

# of Institutions

2,042

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Kingswood Wealth Advisors, LLC Financial Sector Spdr Transaction History