Kathleen S. Wright Associates’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kathleen S. Wright Associates’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$70.9K	Hold
2025 Q2	$65.2K	Hold
2025 Q1	$62.4K	Sell
2024 Q4	$70.4K	Hold
2024 Q3	$71.3K	Hold
2024 Q2	$65.1K	Buy