SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

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

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

Q4 2025
Shares 44,237 Value ($000) $3,549 Avg Close Range
Q3 2025
Shares 45,202 Value ($000) $3,541 Avg Close Range
Q2 2025
Shares 47,590 Value ($000) $3,459 Avg Close Range
Q1 2025
Shares 52,416 Value ($000) $3,447 Avg Close Range
Q4 2024
Shares 52,510 Value ($000) $3,620 Avg Close Range
Q3 2024
Shares 52,837 Value ($000) $3,567 Avg Close Range
Q2 2024
Shares 54,206 Value ($000) $3,469 Avg Close Range
Q1 2024
Shares 57,314 Value ($000) $3,527 Avg Close Range
Q4 2023
Shares 65,582 Value ($000) $3,666 Avg Close Range
Q3 2023
Shares 65,101 Value ($000) $3,272 Avg Close Range
Q2 2023
Shares 65,810 Value ($000) $3,429 Avg Close Range
Q1 2023
Shares 44,412 Value ($000) $2,138 Avg Close Range
Q4 2022
Shares 46,346 Value ($000) $2,085 Avg Close Range
Q3 2022
Shares 40,408 Value ($000) $1,697 Avg Close Range
Q2 2022
Shares 38,741 Value ($000) $1,718 Avg Close Range
Q1 2022
Shares 34,196 Value ($000) $1,817 Avg Close Range