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

Wescott Financial Advisory Group, LLC

$932 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$32.36 - $33.78 $198,205 - $206,902	6,125 New	6,125 $206,000
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	$30.74 - $32.36 $154,130 - $162,253	-5,014 Reduced 23.39%	16,427 $522,000
Q3 2022 Nov 14, 2022	SELL	$31.11 - $33.37 $670,016 - $718,689	-21,537 Reduced 50.11%	21,441 $672,000
Q2 2022 Jul 28, 2022	SELL	$32.03 - $34.08 $390,541 - $415,537	-12,193 Reduced 22.1%	42,978 $1.4 Million
Q1 2022 May 16, 2022	BUY	$33.91 - $36.04 $1.87 Million - $1.99 Million	55,171 New	55,171 $1.88 Million

Others Institutions Holding SPIB

# of Institutions

629

Shares Held

260M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

44.9M
Shares

$1.52 Billion
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

29.2M
Shares

$991 Million
0.18% of portfolio
Municipal Employees' Retirement System Of Michigan

13M
Shares

$440 Million
5.24% of portfolio
Envestnet Asset Management Inc

9.81M
Shares

$333 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.92M
Shares

$235 Million
0.2% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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