Wescott Financial Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wescott Financial Advisory Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	1,753 +1	+0.1%	+$680	0.1%	90
2025 Q4	$1.19M	Sell	1,752 -8	-0.5%	-$5.41K	0.1%	86
2025 Q3	$1.17M	Buy	1,760 +3	+0.2%	+$1.92K	0.11%	85
2025 Q2	$1.09M	Buy	1,757 +2	+0.1%	+$1.14K	0.1%	86
2025 Q1	$982K	Sell	1,755 -95	-5%	-$55.8K	0.1%	82
2024 Q4	$1.08M	Sell	1,850 -15	-0.8%	-$8.84K	0.11%	80
2024 Q3	$1.07M	Buy	1,865 +98	+6%	+$54.2K	0.12%	79
2024 Q2	$962K	Buy	1,767 +1	+0.1%	+$523	0.11%	83
2024 Q1	$924K	Buy	1,766 +527	+43%	+$262K	0.11%	77
2023 Q4	$589K	Sell	1,239 -3	-0.2%	-$1.34K	0.08%	93
2023 Q3	$531K	Sell	1,242 -23	-2%	-$10.2K	0.1%	94
2023 Q2	$561K	Sell	1,265 -12	-0.9%	-$5.04K	0.1%	94
2023 Q1	$523K	Hold	1,277	–	–	0.11%	88
2022 Q4	$488K	Sell	1,277 -26	-2%	-$9.99K	0.11%	95
2022 Q3	$465K	Buy	1,303 +462	+55%	+$183K	0.13%	88
2022 Q2	$317K	Hold	841	–	–	0.09%	105
2022 Q1	$380K	Buy	+841	New	+$374K	0.1%	94

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wescott Financial Advisory Group's SPY Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q1 2026, buying an estimated $680 and bringing the position to 1,753 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #90.

Wescott Financial Advisory Group first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.19M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wescott Financial Advisory Group held 1,753 shares of State Street SPDR S&P 500 ETF Trust worth $1.14M as of Q1 2026.
Wescott Financial Advisory Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #90 holding.
Wescott Financial Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.19M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.