A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 52,837 shares of SPLG stock, worth $3.73 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
52,837
Previous 54,206 2.53%
Holding current value
$3.73 Million
Previous $3.47 Million 2.83%
% of portfolio
0.43%
Previous 0.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$60.84 - $67.51 $83,289 - $92,421
-1,369 Reduced 2.53%
52,837 $3.57 Million
Q2 2024

Aug 14, 2024

SELL
$58.24 - $64.51 $181,009 - $200,497
-3,108 Reduced 5.42%
54,206 $3.47 Million
Q1 2024

May 13, 2024

SELL
$54.97 - $61.53 $454,491 - $508,730
-8,268 Reduced 12.61%
57,314 $3.53 Million
Q4 2023

Feb 13, 2024

BUY
$48.29 - $56.08 $23,227 - $26,974
481 Added 0.74%
65,582 $3.67 Million
Q3 2023

Nov 09, 2023

SELL
$50.09 - $53.81 $35,513 - $38,151
-709 Reduced 1.08%
65,101 $3.27 Million
Q2 2023

Aug 11, 2023

BUY
$47.56 - $52.11 $1.02 Million - $1.12 Million
21,398 Added 48.18%
65,810 $3.43 Million
Q1 2023

May 10, 2023

SELL
$44.61 - $48.99 $86,275 - $94,746
-1,934 Reduced 4.17%
44,412 $2.14 Million
Q4 2022

Feb 06, 2023

BUY
$41.93 - $47.9 $248,980 - $284,430
5,938 Added 14.7%
46,346 $2.08 Million
Q3 2022

Nov 14, 2022

BUY
$41.99 - $50.54 $69,997 - $84,250
1,667 Added 4.3%
40,408 $1.7 Million
Q2 2022

Jul 28, 2022

BUY
$43.16 - $53.73 $196,162 - $244,202
4,545 Added 13.29%
38,741 $1.72 Million
Q1 2022

May 16, 2022

BUY
$48.98 - $56.19 $1.67 Million - $1.92 Million
34,196 New
34,196 $1.82 Million

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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