SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 87,292 Value ($000) $59,526 Avg Close — Range —
Q3 2025
Shares 78,372 Value ($000) $52,210 Avg Close — Range —
Q2 2025
Shares 73,142 Value ($000) $45,191 Avg Close — Range —
Q1 2025
Shares 55,858 Value ($000) $31,268 Avg Close — Range —
Q4 2024
Shares 80,663 Value ($000) $47,275 Avg Close — Range —
Q3 2024
Shares 37,076 Value ($000) $21,244 Avg Close — Range —
Q2 2024
Shares 59,619 Value ($000) $32,446 Avg Close — Range —
Q1 2024
Shares 37,947 Value ($000) $19,849 Avg Close — Range —
Q4 2023
Shares 58,862 Value ($000) $27,977 Avg Close — Range —
Q3 2023
Shares 12,586 Value ($000) $11,893 Avg Close — Range —
Q2 2023
Shares 19,266 Value ($000) $8,540 Avg Close — Range —