SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 1,661 Value ($000) $225 Avg Close — Range —
Q4 2024
Shares 1,677 Value ($000) $222 Avg Close — Range —
Q3 2024
Shares 7,375 Value ($000) $1,048 Avg Close — Range —
Q2 2024
Shares 7,341 Value ($000) $934 Avg Close — Range —
Q1 2024
Shares 7,341 Value ($000) $963 Avg Close — Range —
Q4 2023
Shares 7,941 Value ($000) $992 Avg Close — Range —
Q3 2023
Shares 8,541 Value ($000) $982 Avg Close — Range —
Q2 2023
Shares 9,102 Value ($000) $1,116 Avg Close — Range —
Q1 2023
Shares 8,712 Value ($000) $1,078 Avg Close — Range —
Q4 2022
Shares 10,236 Value ($000) $1,281 Avg Close — Range —
Q3 2022
Shares 10,171 Value ($000) $1,134 Avg Close — Range —
Q2 2022
Shares 10,569 Value ($000) $1,254 Avg Close — Range —
Q1 2022
Shares 12,787 Value ($000) $1,638 Avg Close — Range —