Kingswood Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,518 shares of XLY stock, worth $2.21 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,518

Previous 11,192 14.96%

Holding current value

$2.21 Million

Previous $2.24 Billion 4.8%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$194.8 - $239.43 $326,095 - $400,805	-1,674 Reduced 14.96%	9,518 $2.14 Billion
Q3 2024 Oct 21, 2024	BUY	$170.05 - $200.86 $450,122 - $531,676	2,647 Added 30.98%	11,192 $2.24 Billion
Q2 2024 Jul 09, 2024	BUY	$169.76 - $184.45 $53,474 - $58,101	315 Added 3.83%	8,545 $1.56 Billion
Q1 2024 Apr 15, 2024	SELL	$170.9 - $185.02 $560,552 - $606,865	-3,280 Reduced 28.5%	8,230 $1.51 Billion
Q4 2023 Jan 16, 2024	BUY	$148.04 - $181.41 $1.39 Million - $1.7 Million	9,375 Added 439.11%	11,510 $2.06 Billion
Q3 2023 Oct 23, 2023	SELL	$158.36 - $176.97 $1.89 Million - $2.11 Million	-11,919 Reduced 84.81%	2,135 $1.5 Billion
Q2 2023 Aug 09, 2023	BUY	$143.54 - $169.81 $2.02 Million - $2.39 Million	14,054 New	14,054 $2.39 Billion

Others Institutions Holding XLY

# of Institutions

1,362

Shares Held

76.5M

Call Options Held

7.35M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Kingswood Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History