KWA
Kingswood Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.2M | Buy |
73,142
+17,284
| +31% | +$10.7M | 3.57% | 1 |
|
|
2025
Q1 | $31.3M | Sell |
55,858
-24,805
| -31% | -$13.9M | 2.86% | 3 |
|
|
2024
Q4 | $47.3M | Buy |
80,663
+43,587
| +118% | +$25.5M | 3.55% | 3 |
|
|
2024
Q3 | $21.2M | Sell |
37,076
-22,543
| -38% | -$12.9M | 1.52% | 5 |
|
|
2024
Q2 | $32.4M | Buy |
59,619
+21,672
| +57% | +$11.8M | 2.92% | 4 |
|
|
2024
Q1 | $19.8M | Sell |
37,947
-20,915
| -36% | -$10.9M | 2.29% | 5 |
|
|
2023
Q4 | $28M | Buy |
58,862
+46,276
| +368% | +$22M | 3.17% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
12,586
-6,680
| -35% | -$6.31M | 2.03% | 5 |
|
|
2023
Q2 | $8.54M | Buy |
+19,266
| New | +$8.54M | 2.72% | 4 |
|