Winch Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Winch Advisory Services, LLC holds 59,857 shares of SPIB stock, worth $1.98 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

59,857

Previous 49,464 21.01%

Holding current value

$1.98 Million

Previous $1.67 Million 17.58%

% of portfolio

0.54%

Previous 0.48%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$32.65 - $33.68 $339,331 - $350,036	10,393 Added 21.01%	59,857 $1.96 Million
Q3 2024 Oct 21, 2024	BUY	$32.36 - $33.78 $54,623 - $57,020	1,688 Added 3.53%	49,464 $1.67 Million
Q2 2024 Jul 31, 2024	BUY	$32.02 - $32.68 $182,962 - $186,733	5,714 Added 13.58%	47,776 $1.56 Million
Q1 2024 May 14, 2024	BUY	$32.38 - $32.91 $457,076 - $464,557	14,116 Added 50.51%	42,062 $1.38 Million
Q4 2023 Jan 18, 2024	BUY	$30.91 - $32.89 $252,009 - $268,152	8,153 Added 41.19%	27,946 $917,000
Q3 2023 Nov 06, 2023	BUY	$31.4 - $32.25 $44,054 - $45,246	1,403 Added 7.63%	19,793 $622,000
Q2 2023 Aug 08, 2023	BUY	$31.95 - $32.66 $31,279 - $31,974	979 Added 5.62%	18,390 $591,000
Q1 2023 May 10, 2023	BUY	$31.67 - $32.83 $25,082 - $26,001	792 Added 4.77%	17,411 $566,000
Q4 2022 Jan 26, 2023	SELL	$30.74 - $32.36 $23,239 - $24,464	-756 Reduced 4.35%	16,619 $529,000
Q3 2022 Oct 31, 2022	BUY	$31.11 - $33.37 $24,576 - $26,362	790 Added 4.76%	17,375 $544,000
Q2 2022 Aug 12, 2022	SELL	$32.03 - $34.08 $676,249 - $719,531	-21,113 Reduced 56.01%	16,585 $541,000
Q1 2022 Apr 26, 2022	SELL	$33.91 - $36.04 $36,215 - $38,490	-1,068 Reduced 2.75%	37,698 $1.29 Million
Q4 2021 Feb 04, 2022	SELL	$35.97 - $36.6 $91,867 - $93,476	-2,554 Reduced 6.18%	38,766 $1.4 Million
Q3 2021 Nov 10, 2021	SELL	$36.52 - $36.95 $125,665 - $127,144	-3,441 Reduced 7.69%	41,320 $1.51 Million
Q2 2021 Aug 05, 2021	BUY	$36.19 - $36.73 $16,032 - $16,271	443 Added 1.0%	44,761 $1.64 Million
Q1 2021 May 03, 2021	BUY	$36.13 - $37.14 $36,310 - $37,325	1,005 Added 2.32%	44,318 $1.61 Million
Q4 2020 Feb 09, 2021	BUY	$36.68 - $37.18 $9,463 - $9,592	258 Added 0.6%	43,313 $1.61 Million
Q3 2020 Nov 04, 2020	BUY	$36.54 - $37.05 $172,834 - $175,246	4,730 Added 12.34%	43,055 $1.58 Million
Q2 2020 Aug 12, 2020	BUY	$33.74 - $36.53 $4,183 - $4,529	124 Added 0.32%	38,325 $1.4 Million
Q1 2020 May 13, 2020	SELL	$30.81 - $36.22 $26,958 - $31,692	-875 Reduced 2.24%	38,201 $1.3 Million
Q4 2019 Feb 12, 2020	BUY	$35.06 - $35.42 $90,349 - $91,277	2,577 Added 7.06%	39,076 $1.38 Million
Q3 2019 Nov 13, 2019	BUY	$34.9 - $35.28 $25,162 - $25,436	721 Added 2.02%	36,499 $1.29 Million
Q2 2019 Aug 07, 2019	BUY	N/A	1,033 Added 2.97%	35,778 $1.25 Million
Q1 2019 May 13, 2019	BUY	N/A	1,919 Added 5.85%	34,745 $1.19 Million
Q4 2018 Feb 05, 2019	BUY	N/A	400 Added 1.23%	32,826 $1.09 Million
Q3 2018 Nov 13, 2018	BUY	N/A	965 Added 3.07%	32,426 $1.08 Million
Q2 2018 Aug 13, 2018	BUY	N/A	713 Added 2.32%	31,461 $1.05 Million
Q1 2018 May 11, 2018	BUY	N/A	30,748 New	30,748 $1.03 Million

Others Institutions Holding SPIB

# of Institutions

595

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Winch Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History