Kathleen S. Wright Associates Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 47,574 shares of SPBO stock, worth $1.38 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
47,574
Previous 36,989 28.62%
Holding current value
$1.38 Million
Previous $1.06 Million 34.59%
% of portfolio
0.58%
Previous 0.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$28.45 - $30.18 $301,143 - $319,455
10,585 Added 28.62%
47,574 $1.43 Million
Q2 2024

Jul 17, 2024
SELL
$28.13 - $28.99 $19,831 - $20,437
-705 Reduced 1.87%
36,989 $1.06 Million
Q1 2024

Apr 17, 2024
BUY
$28.68 - $29.47 $21,854 - $22,456
762 Added 2.06%
37,694 $1.1 Million
Q4 2023

Jan 31, 2024
BUY
$26.77 - $29.6 $278,059 - $307,455
10,387 Added 39.13%
36,932 $1.09 Million
Q3 2023

Oct 20, 2023
BUY
$27.56 - $28.96 $162,796 - $171,066
5,907 Added 28.62%
26,545 $732,000
Q2 2023

Jul 20, 2023
BUY
$28.44 - $29.46 $20,818 - $21,564
732 Added 3.68%
20,638 $596,000
Q1 2023

Apr 21, 2023
BUY
$28.24 - $29.83 $80,201 - $84,717
2,840 Added 16.64%
19,906 $582,000
Q4 2022

Feb 01, 2023
BUY
$26.99 - $29.37 $183,424 - $199,598
6,796 Added 66.17%
17,066 $484,000
Q3 2022

Oct 18, 2022
BUY
$27.57 - $30.56 $55,553 - $61,578
2,015 Added 24.41%
10,270 $285,000
Q2 2022

Jul 15, 2022
BUY
$28.93 - $32.12 $123,241 - $136,831
4,260 Added 106.63%
8,255 $244,000
Q1 2022

Apr 29, 2022
BUY
$31.54 - $34.53 $95,030 - $104,038
3,013 Added 306.82%
3,995 $128,000
Q4 2021

Feb 02, 2022
BUY
$34.61 - $35.48 $33,987 - $34,841
982 New
982 $34,000

Others Institutions Holding SPBO

# of Institutions
155
Shares Held
43.7M
Call Options Held
900
Put Options Held
100
View Full List

About SPDR SER TR SPDR PORTFOLIO COR

SPBO Quotes by TradingView
  • Ticker SPBO
  • Sector ETFs
  • Industry ETFs
More about SPBO
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email