Kathleen S. Wright Associates Inc. Spdr S&P Emerging Markets Smal Transaction History

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 26,200 shares of EWX stock, worth $1.56 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

26,200

Previous 26,938 2.74%

Holding current value

$1.56 Million

Previous $1.58 Million 6.02%

% of portfolio

0.6%

Previous 0.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$55.48 - $59.47 $40,944 - $43,888	-738 Reduced 2.74%	26,200 $1.48 Million
Q4 2024 Jan 24, 2025	SELL	$58.61 - $64.79 $48,060 - $53,127	-820 Reduced 2.95%	26,938 $1.58 Million
Q3 2024 Oct 11, 2024	BUY	$54.3 - $62.38 $41,756 - $47,970	769 Added 2.85%	27,758 $1.73 Million
Q2 2024 Jul 17, 2024	BUY	$54.71 - $59.06 $26,260 - $28,348	480 Added 1.81%	26,989 $1.56 Million
Q1 2024 Apr 17, 2024	SELL	$53.3 - $56.66 $22,599 - $24,023	-424 Reduced 1.57%	26,509 $1.48 Million
Q4 2023 Jan 31, 2024	BUY	$51.03 - $56.87 $69,298 - $77,229	1,358 Added 5.31%	26,933 $1.52 Million
Q3 2023 Oct 20, 2023	BUY	$52.49 - $55.33 $60,363 - $63,629	1,150 Added 4.71%	25,575 $1.37 Million
Q2 2023 Jul 20, 2023	BUY	$49.86 - $54.02 $20,392 - $22,094	409 Added 1.7%	24,425 $1.28 Million
Q1 2023 Apr 21, 2023	BUY	$49.12 - $52.56 $7,662 - $8,199	156 Added 0.65%	24,016 $1.22 Million
Q4 2022 Feb 01, 2023	BUY	$44.86 - $51.01 $84,919 - $96,561	1,893 Added 8.62%	23,860 $1.17 Million
Q3 2022 Oct 18, 2022	BUY	$45.33 - $51.0 $109,834 - $123,573	2,423 Added 12.4%	21,967 $1 Million
Q2 2022 Jul 15, 2022	BUY	$48.46 - $58.2 $84,998 - $102,082	1,754 Added 9.86%	19,544 $951,000
Q1 2022 Apr 29, 2022	BUY	$53.14 - $59.56 $278,241 - $311,856	5,236 Added 41.71%	17,790 $1.01 Million
Q4 2021 Feb 02, 2022	BUY	$56.92 - $61.04 $714,573 - $766,296	12,554 New	12,554 $745,000

Others Institutions Holding EWX

# of Institutions

172

Shares Held

7.75M

Call Options Held

Put Options Held

400

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About SPDR S&P EMERGING MARKETS SMAL

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Kathleen S. Wright Associates Inc. Spdr S&P Emerging Markets Smal Transaction History