SPDR SER TR

Ticker: SPTS CUSIP: 78468R101 Class: PORTFOLIO SH TSR

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

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

Q4 2025
Shares 269,595 Value ($000) $7,894 Avg Close — Range —
Q3 2025
Shares 271,676 Value ($000) $7,966 Avg Close — Range —
Q2 2025
Shares 278,427 Value ($000) $8,155 Avg Close — Range —
Q1 2025
Shares 301,423 Value ($000) $8,814 Avg Close — Range —
Q4 2024
Shares 334,476 Value ($000) $9,703 Avg Close — Range —
Q3 2024
Shares 352,780 Value ($000) $10,375 Avg Close — Range —
Q2 2024
Shares 358,390 Value ($000) $10,347 Avg Close — Range —
Q1 2024
Shares 364,523 Value ($000) $10,542 Avg Close — Range —
Q4 2023
Shares 365,911 Value ($000) $10,630 Avg Close — Range —
Q3 2023
Shares 406,135 Value ($000) $11,664 Avg Close — Range —
Q2 2023
Shares 414,301 Value ($000) $11,928 Avg Close — Range —
Q1 2023
Shares 405,463 Value ($000) $11,852 Avg Close — Range —
Q4 2022
Shares 339,408 Value ($000) $9,806 Avg Close — Range —
Q3 2022
Shares 197,942 Value ($000) $5,722 Avg Close — Range —