Kathleen S. Wright Associates Inc. Spdr Ser Tr Fds Spdr Portfolio 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 Fds Spdr Portfolio stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 52,474 shares of SPEM stock, worth $2.04 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
52,474
Previous 49,320 6.39%
Holding current value
$2.04 Million
Previous $1.86 Million 16.64%
% of portfolio
0.88%
Previous 0.84%

Shares

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

Oct 11, 2024
BUY
$36.02 - $41.68 $113,607 - $131,458
3,154 Added 6.39%
52,474 $2.17 Million
Q2 2024

Jul 17, 2024
SELL
$35.3 - $38.79 $46,948 - $51,590
-1,330 Reduced 2.63%
49,320 $1.86 Million
Q1 2024

Apr 17, 2024
BUY
$33.69 - $36.47 $21,696 - $23,486
644 Added 1.29%
50,650 $1.83 Million
Q4 2023

Jan 31, 2024
BUY
$32.26 - $35.46 $104,425 - $114,784
3,237 Added 6.92%
50,006 $1.77 Million
Q3 2023

Oct 20, 2023
BUY
$33.36 - $36.37 $215,172 - $234,586
6,450 Added 16.0%
46,769 $1.57 Million
Q2 2023

Jul 20, 2023
BUY
$33.2 - $35.75 $34,926 - $37,609
1,052 Added 2.68%
40,319 $1.39 Million
Q1 2023

Apr 21, 2023
BUY
$32.49 - $36.44 $25,342 - $28,423
780 Added 2.03%
39,267 $1.34 Million
Q4 2022

Feb 01, 2023
BUY
$30.18 - $34.51 $530,141 - $606,202
17,566 Added 83.96%
38,487 $1.27 Million
Q3 2022

Oct 18, 2022
BUY
$31.04 - $35.55 $256,669 - $293,962
8,269 Added 65.36%
20,921 $649,000
Q2 2022

Jul 15, 2022
BUY
$33.85 - $40.03 $162,920 - $192,664
4,813 Added 61.4%
12,652 $440,000
Q1 2022

Apr 29, 2022
BUY
$35.69 - $43.02 $80,873 - $97,483
2,266 Added 40.66%
7,839 $303,000
Q4 2021

Feb 02, 2022
BUY
$40.07 - $44.51 $223,310 - $248,054
5,573 New
5,573 $231,000

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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