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Spdr Ser Tr spdr russel 2000 shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $70k 1.6k 44.93
2024-09-30 $71k 1.6k 45.52
2024-06-30 $65k 1.6k 41.54

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
Ameriprise Financial
Morgan Stanley
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Fund Evaluation Group
UBS Group
Crestwood Advisors

View all funds holding Spdr Ser Tr spdr russel 2000