Kathleen S. Wright Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-277	Closed	-$114K	–	201
2022 Q4	$114K	Buy	+277	New	+$106K	0.08%	98
2022 Q2	–	Sell	-92	Closed	-$42K	–	158
2022 Q1	$42K	Hold	92	–	–	0.03%	111
2021 Q4	$44K	Buy	+92	New	+$42.2K	0.03%	106

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kathleen S. Wright Associates's SPY Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2023, closing a stake of 277 shares — an estimated $114K sold.

Kathleen S. Wright Associates first reported a position in SPY in Q4 2021 and held it in 3 quarters. The position peaked at $114K in Q4 2022. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Kathleen S. Wright Associates reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 277 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $114K.
Kathleen S. Wright Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 3 quarters.
Kathleen S. Wright Associates's State Street SPDR S&P 500 ETF Trust position peaked at $114K in Q4 2022.
3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.