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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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
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

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal

View all funds holding Spdr S&p 500 Etf