Wescott Financial Advisory Group, LLC Spdr Portfolio Short Term Corp Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 50,426 shares of SPSB stock, worth $1.52 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

50,426

Previous 59,224 14.86%

Holding current value

$1.52 Million

Previous $1.77 Million 14.2%

% of portfolio

0.18%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$29.82 - $30.1 $262,356 - $264,819	-8,798 Reduced 14.86%	50,426 $1.52 Million
Q4 2024 Feb 12, 2025	BUY	$29.77 - $30.19 $16,462 - $16,695	553 Added 0.94%	59,224 $1.77 Million
Q3 2024 Nov 12, 2024	SELL	$29.58 - $30.31 $81,256 - $83,261	-2,747 Reduced 4.47%	58,671 $1.78 Million
Q2 2024 Aug 14, 2024	BUY	$29.51 - $29.7 $61,115 - $61,508	2,071 Added 3.49%	61,418 $1.82 Million
Q1 2024 May 13, 2024	SELL	$29.65 - $29.92 $618,825 - $624,460	-20,871 Reduced 26.02%	59,347 $1.77 Million
Q4 2023 Feb 13, 2024	SELL	$29.14 - $29.78 $1.1 Million - $1.13 Million	-37,855 Reduced 32.06%	80,218 $2.39 Million
Q3 2023 Nov 09, 2023	SELL	$29.26 - $29.5 $23,437 - $23,629	-801 Reduced 0.67%	118,073 $3.46 Million
Q2 2023 Aug 11, 2023	SELL	$29.36 - $29.7 $265,062 - $268,131	-9,028 Reduced 7.06%	118,874 $3.5 Million
Q1 2023 May 10, 2023	SELL	$29.2 - $29.7 $99,163 - $100,861	-3,396 Reduced 2.59%	127,902 $3.79 Million
Q4 2022 Feb 06, 2023	SELL	$28.95 - $29.53 $1.03 Million - $1.05 Million	-35,694 Reduced 21.37%	131,298 $3.86 Million
Q3 2022 Nov 14, 2022	SELL	$29.16 - $29.99 $1.66 Million - $1.71 Million	-56,867 Reduced 25.4%	166,992 $4.88 Million
Q2 2022 Jul 28, 2022	SELL	$29.45 - $30.11 $1.48 Million - $1.51 Million	-50,164 Reduced 18.31%	223,859 $6.66 Million
Q1 2022 May 16, 2022	BUY	$30.07 - $30.94 $8.24 Million - $8.48 Million	274,023 New	274,023 $8.26 Million

Others Institutions Holding SPSB

# of Institutions

615

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

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Wescott Financial Advisory Group, LLC Spdr Portfolio Short Term Corp Transaction History