Kathleen S. Wright Associates Inc. Spdr S&P 600 Small Cap Value E Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 723 shares of SLYV stock, worth $63,573. This represents 0.02% of its overall portfolio holdings.
Number of Shares
723
Previous 723
-0.0%
Holding current value
$63,573
Previous $57,000
12.28%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
614Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio