Winch Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Winch Advisory Services, LLC

$427 Million
Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Winch Advisory Services, LLC holds 4,067 shares of SPDW stock, worth $177,971. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,067

Previous 3,895 4.42%

Holding current value

$177,971

Previous $157,000 10.83%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$39.8 - $42.86 $6,845 - $7,371	172 Added 4.42%	4,067 $174,000
Q2 2025 Aug 07, 2025	BUY	$32.66 - $40.75 $125,218 - $156,235	3,834 Added 6285.25%	3,895 $157,000
Q2 2024 Jul 31, 2024	BUY	$34.2 - $36.64 $68 - $73	2 Added 3.39%	61 $2,000
Q2 2023 Aug 08, 2023	BUY	$31.7 - $33.66 $31 - $33	1 Added 1.72%	59 $2,000
Q1 2023 May 10, 2023	BUY	$29.83 - $32.71 $924 - $1,014	31 Added 114.81%	58 $2,000

Q2 2022 Aug 12, 2022	BUY	$28.57 - $34.74 $28 - $34	1 Added 3.85%	27 $1,000
Q3 2019 Nov 13, 2019	SELL	$29.1 - $29.66 $1,309 - $1,334	-45 Reduced 63.38%	26 $1,000
Q2 2019 Aug 07, 2019	BUY	N/A	45 Added 173.08%	71 $2,000
Q1 2019 May 13, 2019	BUY	N/A	26 New	26 $1,000
Q3 2018 Nov 13, 2018	SELL	N/A	-105 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	105 New	105 $3,000

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Winch Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History