Wescott Financial Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,677 shares of SDY stock, worth $227,770. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,677

Previous 7,375 77.26%

Holding current value

$227,770

Previous $1.05 Million 78.89%

% of portfolio

0.03%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$131.66 - $144.0 $750,198 - $820,512	-5,698 Reduced 77.26%	1,677 $221,000
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $4,282 - $4,829	34 Added 0.46%	7,375 $1.05 Million
Q1 2024 May 13, 2024	SELL	$122.28 - $131.24 $73,368 - $78,744	-600 Reduced 7.56%	7,341 $963,000
Q4 2023 Feb 13, 2024	SELL	$110.2 - $125.58 $66,120 - $75,348	-600 Reduced 7.02%	7,941 $992,000
Q3 2023 Nov 09, 2023	SELL	$115.01 - $127.58 $64,520 - $71,572	-561 Reduced 6.16%	8,541 $982,000
Q2 2023 Aug 11, 2023	BUY	$117.3 - $124.97 $45,747 - $48,738	390 Added 4.48%	9,102 $1.12 Million
Q1 2023 May 10, 2023	SELL	$117.74 - $132.18 $179,435 - $201,442	-1,524 Reduced 14.89%	8,712 $1.08 Million
Q4 2022 Feb 06, 2023	BUY	$112.65 - $131.57 $7,322 - $8,552	65 Added 0.64%	10,236 $1.28 Million
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $44,377 - $52,671	-398 Reduced 3.77%	10,171 $1.13 Million
Q2 2022 Jul 28, 2022	SELL	$114.07 - $132.3 $253,007 - $293,441	-2,218 Reduced 17.35%	10,569 $1.25 Million
Q1 2022 May 16, 2022	BUY	$121.65 - $130.75 $1.56 Million - $1.67 Million	12,787 New	12,787 $1.64 Million

Others Institutions Holding SDY

# of Institutions

1,316

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Wescott Financial Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History