Wescott Financial Advisory Group, LLC Spdr S&P 500 ETF Trust Transaction History
Wescott Financial Advisory Group, LLC
- $932 Million
- Q2 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,757 shares of SPY stock, worth $1.12 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,757
Previous 1,755
0.11%
Holding current value
$1.12 Million
Previous $981,000
10.6%
% of portfolio
0.12%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding SPY
# of Institutions
5,140Shares Held
603MCall Options Held
373MPut Options Held
665M-
Jpmorgan Chase & CO New York, NY58MShares$36.9 Billion2.54% of portfolio
-
Goldman Sachs Group Inc New York, NY34.8MShares$22.2 Billion3.26% of portfolio
-
Morgan Stanley New York, NY34.3MShares$21.8 Billion1.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.8MShares$20.3 Billion1.47% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA24MShares$15.3 Billion2.37% of portfolio