Wescott Financial Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,125	Closed	-$206K	–	176
2024 Q3	$206K	Buy	+6,125	New	+$204K	0.02%	166
2024 Q2	–	Sell	-6,121	Closed	-$200K	–	169
2024 Q1	$200K	Buy	6,121 +1	+0%	+$33	0.02%	154
2023 Q4	$201K	Buy	+6,120	New	+$194K	0.03%	159
2023 Q3	–	Sell	-6,311	Closed	-$203K	–	163
2023 Q2	$203K	Sell	6,311 -144	-2%	-$4.65K	0.04%	154
2023 Q1	$210K	Sell	6,455 -9,972	-61%	-$322K	0.05%	149
2022 Q4	$523K	Sell	16,427 -5,014	-23%	-$159K	0.11%	90
2022 Q3	$672K	Sell	21,441 -21,537	-50%	-$702K	0.19%	70
2022 Q2	$1.4M	Sell	42,978 -12,193	-22%	-$403K	0.38%	42
2022 Q1	$1.88M	Buy	+55,171	New	+$1.93M	0.49%	34