Spdr S&p 500 Etf shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52M | 78k | 666.18 |
| 2025-06-30 | $45M | 73k | 617.85 |
| 2025-03-31 | $31M | 56k | 559.78 |
| 2024-12-31 | $47M | 81k | 586.08 |
| 2024-09-30 | $21M | 37k | 572.99 |
| 2024-06-30 | $32M | 60k | 544.22 |
| 2024-03-31 | $20M | 38k | 523.07 |
| 2023-12-31 | $28M | 59k | 475.31 |
| 2023-09-30 | $12M | 13k | 944.92 |
| 2023-06-30 | $8.5M | 19k | 443.28 |