Wescott Financial Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History

Wescott Financial Advisory Group, LLC

$710 Million
Q1 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,121 shares of SPIB stock, worth $200,034. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,121

Previous 6,120 0.02%

Holding current value

$200,034

Previous $200,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$32.38 - $32.91 $32 - $32	1 Added 0.02%	6,121 $200,000
Q4 2023 Feb 13, 2024	BUY	$30.91 - $32.89 $189,169 - $201,286	6,120 New	6,120 $200,000
Q2 2023 Aug 11, 2023	SELL	$31.95 - $32.66 $4,600 - $4,703	-144 Reduced 2.23%	6,311 $202,000
Q1 2023 May 10, 2023	SELL	$31.67 - $32.83 $315,813 - $327,380	-9,972 Reduced 60.7%	6,455 $209,000
Q4 2022 Feb 06, 2023	SELL	$31.02 - $32.36 $155,534 - $162,253	-5,014 Reduced 23.39%	16,427 $522,000

Q3 2022 Nov 14, 2022	SELL	N/A	-21,537 Reduced 50.11%	21,441 $672,000
Q2 2022 Jul 28, 2022	SELL	N/A	-12,193 Reduced 22.1%	42,978 $1.4 Million
Q1 2022 May 16, 2022	BUY	N/A	55,171 New	55,171 $1.88 Million

Others Institutions Holding SPIB

# of Institutions

513

Shares Held

208M

Call Options Held

100

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

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Wescott Financial Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History