Kathleen S. Wright Associates Inc. Spdr Portfolio S&P 600 Small C Transaction History

Kathleen S. Wright Associates Inc.

  • $247 Million
  • Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,530 shares of SPSM stock, worth $67,320. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,530
Previous 1,566 2.3%
Holding current value
$67,320
Previous $70,000 11.43%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$40.03 - $46.81 $1,441 - $1,685
-36 Reduced 2.3%
1,530 $62,000
Q2 2024

Jul 17, 2024
BUY
$39.75 - $43.15 $62,248 - $67,572
1,566 New
1,566 $65,000

Others Institutions Holding SPSM

# of Institutions
973
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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