Kingswood Wealth Advisors, LLC Spdr S&P Software & Services E Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,795 shares of XSW stock, worth $420,954. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,795
Previous 2,387 17.09%
Holding current value
$420,954
Previous $451 Million 0.94%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$159.76 - $197.42 $65,182 - $80,547
408 Added 17.09%
2,795 $447 Million
Q4 2024

Jan 22, 2025
SELL
$156.76 - $204.72 $46,557 - $60,801
-297 Reduced 11.07%
2,387 $451 Million
Q2 2024

Jul 09, 2024
BUY
$141.27 - $154.95 $379,168 - $415,885
2,684 New
2,684 $406 Million

Others Institutions Holding XSW

# of Institutions
123
Shares Held
1.33M
Call Options Held
2K
Put Options Held
2.4K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

XSW Quotes by TradingView
  • Ticker XSW
  • Sector ETFs
  • Industry ETFs
More about XSW
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