Wescott Financial Advisory Group, LLC Spdr Portfolio Short Term Trea 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 Trea stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 301,423 shares of SPTS stock, worth $8.8 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

301,423

Previous 334,476 9.88%

Holding current value

$8.8 Million

Previous $9.7 Million 9.17%

% of portfolio

1.03%

Previous 1.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$28.92 - $29.24 $955,892 - $966,469	-33,053 Reduced 9.88%	301,423 $8.81 Million
Q4 2024 Feb 12, 2025	SELL	$28.88 - $29.33 $528,619 - $536,856	-18,304 Reduced 5.19%	334,476 $9.7 Million
Q3 2024 Nov 12, 2024	SELL	$28.75 - $29.46 $161,287 - $165,270	-5,610 Reduced 1.57%	352,780 $10.4 Million
Q2 2024 Aug 14, 2024	SELL	$28.65 - $28.88 $175,710 - $177,121	-6,133 Reduced 1.68%	358,390 $10.3 Million
Q1 2024 May 13, 2024	SELL	$28.84 - $29.16 $40,029 - $40,474	-1,388 Reduced 0.38%	364,523 $10.5 Million
Q4 2023 Feb 13, 2024	SELL	$28.59 - $29.06 $1.15 Million - $1.17 Million	-40,224 Reduced 9.9%	365,911 $10.6 Million
Q3 2023 Nov 09, 2023	SELL	$28.66 - $28.88 $234,037 - $235,834	-8,166 Reduced 1.97%	406,135 $11.7 Million
Q2 2023 Aug 11, 2023	BUY	$28.78 - $29.3 $254,357 - $258,953	8,838 Added 2.18%	414,301 $11.9 Million
Q1 2023 May 10, 2023	BUY	$28.64 - $29.36 $1.89 Million - $1.94 Million	66,055 Added 19.46%	405,463 $11.9 Million
Q4 2022 Feb 06, 2023	BUY	$28.7 - $29.07 $4.06 Million - $4.11 Million	141,466 Added 71.47%	339,408 $9.81 Million
Q3 2022 Nov 14, 2022	BUY	$28.84 - $29.57 $5.71 Million - $5.85 Million	197,942 New	197,942 $5.72 Million

Others Institutions Holding SPTS

# of Institutions

421

Shares Held

182M

Call Options Held

Put Options Held

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