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Kathleen S. Wright Associates Inc.

SEC CIK
0001908433
Latest filing
Oct 10, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Kathleen S. Wright Associates Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2025 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of SPY by Kathleen S. Wright Associates Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−277−100.0%Sold outHolders
Q4 2022277$114.0K0.1%+277NewHolders
Q2 20220$00.0%−92−100.0%Sold outHolders
Q1 202292$42.0K<0.1%00.0%UnchangedHolders
Q4 202192$44.0K<0.1%–No prior filingHolders