Winch Advisory Services, LLC Spdr Portfolio Transaction History

Winch Advisory Services, LLC

$427 Million
Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Winch Advisory Services, LLC holds 638 shares of SPMD stock, worth $35,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares

638

Previous 636 0.31%

Holding current value

$35,900

Previous $34,000 5.88%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$54.43 - $58.29 $108 - $116	2 Added 0.31%	638 $36,000
Q2 2025 Aug 07, 2025	BUY	$44.89 - $54.38 $134 - $163	3 Added 0.47%	636 $34,000
Q1 2025 May 05, 2025	BUY	$50.21 - $57.73 $100 - $115	2 Added 0.32%	633 $32,000
Q4 2024 Jan 14, 2025	BUY	$54.13 - $59.56 $108 - $119	2 Added 0.32%	631 $34,000
Q3 2024 Oct 21, 2024	BUY	$50.29 - $54.92 $100 - $109	2 Added 0.32%	629 $34,000

Q2 2024 Jul 31, 2024	BUY	$49.54 - $53.39 $148 - $160	3 Added 0.48%	627 $32,000
Q1 2024 May 14, 2024	BUY	$47.16 - $53.34 $94 - $106	2 Added 0.32%	624 $33,000
Q4 2023 Jan 18, 2024	BUY	$40.76 - $49.2 $81 - $98	2 Added 0.32%	622 $30,000
Q3 2023 Nov 06, 2023	BUY	$43.23 - $47.8 $129 - $143	3 Added 0.49%	620 $27,000
Q2 2023 Aug 08, 2023	BUY	$42.21 - $45.89 $84 - $91	2 Added 0.33%	617 $28,000
Q1 2023 May 10, 2023	BUY	$41.67 - $47.74 $125 - $143	3 Added 0.49%	615 $27,000
Q4 2022 Jan 26, 2023	BUY	$39.32 - $45.21 $78 - $90	2 Added 0.33%	612 $26,000
Q3 2022 Oct 31, 2022	BUY	$38.55 - $46.17 $115 - $138	3 Added 0.49%	610 $24,000
Q2 2022 Aug 12, 2022	BUY	$38.67 - $47.45 $21,655 - $26,572	560 Added 1191.49%	607 $24,000
Q3 2020 Nov 04, 2020	SELL	$30.67 - $34.54 $12,237 - $13,781	-399 Reduced 89.46%	47 $2,000
Q2 2020 Aug 12, 2020	SELL	$23.46 - $34.21 $6,381 - $9,305	-272 Reduced 37.88%	446 $14,000
Q1 2020 May 13, 2020	SELL	$21.39 - $37.02 $6.1 Million - $10.5 Million	-284,951 Reduced 99.75%	718 $18,000
Q4 2019 Feb 12, 2020	SELL	$32.63 - $36.43 $194,866 - $217,559	-5,972 Reduced 2.05%	285,669 $10.4 Million
Q3 2019 Nov 13, 2019	BUY	$33.7 - $34.71 $14,828 - $15,272	440 Added 0.15%	291,641 $9.88 Million
Q2 2019 Aug 07, 2019	BUY	N/A	4,362 Added 1.52%	291,201 $9.92 Million
Q1 2019 May 13, 2019	BUY	N/A	286,839 New	286,839 $9.56 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-148,827 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	678 Added 0.46%	148,827 $5.38 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-7,478 Reduced 4.81%	148,149 $5.17 Million
Q1 2018 May 11, 2018	BUY	N/A	155,627 New	155,627 $5.16 Million

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Account

Winch Advisory Services, LLC Spdr Portfolio Transaction History