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

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 17,514 shares of SPDW stock, worth $766,412. This represents 0.29% of its overall portfolio holdings.

Number of Shares
17,514
Previous 18,523 5.45%
Holding current value
$766,412
Previous $749,000 -0.0%
% of portfolio
0.29%
Previous 0.31%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$39.8 - $42.86 $40,158 - $43,245
-1,009 Reduced 5.45%
17,514 $749,000
Q2 2025

Jul 31, 2025
SELL
$32.66 - $40.75 $306,808 - $382,805
-9,394 Reduced 33.65%
18,523 $749,000
Q1 2025

May 05, 2025
SELL
$33.84 - $37.77 $33,298 - $37,165
-984 Reduced 3.4%
27,917 $1.02 Million
Q4 2024

Jan 24, 2025
BUY
$34.13 - $37.35 $65,256 - $71,413
1,912 Added 7.08%
28,901 $986,000
Q3 2024

Oct 11, 2024
BUY
$33.74 - $37.96 $15,284 - $17,195
453 Added 1.71%
26,989 $1.01 Million
Q2 2024

Jul 17, 2024
BUY
$34.2 - $36.64 $27,462 - $29,421
803 Added 3.12%
26,536 $930,000
Q1 2024

Apr 17, 2024
SELL
$32.85 - $35.9 $75,719 - $82,749
-2,305 Reduced 8.22%
25,733 $922,000
Q4 2023

Jan 31, 2024
BUY
$29.46 - $34.07 $34,026 - $39,350
1,155 Added 4.3%
28,038 $953,000
Q3 2023

Oct 20, 2023
BUY
$30.88 - $33.58 $93,844 - $102,049
3,039 Added 12.75%
26,883 $833,000
Q2 2023

Jul 20, 2023
SELL
$31.7 - $33.66 $20,256 - $21,508
-639 Reduced 2.61%
23,844 $775,000
Q1 2023

Apr 21, 2023
SELL
$29.83 - $32.71 $50,681 - $55,574
-1,699 Reduced 6.49%
24,483 $786,000
Q4 2022

Feb 01, 2023
BUY
$25.7 - $31.02 $18,272 - $22,055
711 Added 2.79%
26,182 $777,000
Q3 2022

Oct 18, 2022
BUY
$25.67 - $30.93 $144,599 - $174,228
5,633 Added 28.39%
25,471 $657,000
Q2 2022

Jul 15, 2022
BUY
$28.57 - $34.74 $156,020 - $189,715
5,461 Added 37.98%
19,838 $572,000
Q1 2022

Apr 29, 2022
BUY
$31.42 - $36.91 $66,201 - $77,769
2,107 Added 17.17%
14,377 $493,000
Q4 2021

Feb 02, 2022
BUY
$35.28 - $37.98 $432,885 - $466,014
12,270 New
12,270 $448,000

Others Institutions Holding SPDW

# of Institutions
1,193
Shares Held
609M
Call Options Held
5.2K
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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