Spdr S&p 500 Etf shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 666.36 |
| 2025-06-30 | $1.1M | 1.8k | 617.85 |
| 2025-03-31 | $982k | 1.8k | 559.51 |
| 2024-12-31 | $1.1M | 1.9k | 585.96 |
| 2024-09-30 | $1.1M | 1.9k | 573.77 |
| 2024-06-30 | $962k | 1.8k | 544.32 |
| 2024-03-31 | $924k | 1.8k | 522.98 |
| 2023-09-30 | $531k | 1.2k | 427.55 |
| 2023-06-30 | $561k | 1.3k | 443.29 |
| 2023-03-31 | $523k | 1.3k | 409.32 |
| 2022-12-31 | $488k | 1.3k | 382.29 |
| 2022-09-30 | $465k | 1.3k | 356.87 |
| 2022-06-30 | $317k | 841 | 376.93 |
| 2022-03-31 | $380k | 841 | 451.84 |
More positions owned by Wescott Financial Advisory Group
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