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

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

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 46,267 shares of SPBO stock, worth $1.33 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

46,267

Previous 50,512 8.4%

Holding current value

$1.33 Million

Previous $1.45 Million 7.12%

% of portfolio

0.54%

Previous 0.6%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$28.27 - $29.28 $120,006 - $124,293	-4,245 Reduced 8.4%	46,267 $1.34 Million
Q4 2024 Jan 24, 2025	BUY	$28.56 - $30.02 $83,909 - $88,198	2,938 Added 6.18%	50,512 $1.45 Million
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

178

Shares Held

45.2M

Call Options Held

17.2K

Put Options Held

12.2K

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About SPDR SER TR SPDR PORTFOLIO COR

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