Winch Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Winch Advisory Services, LLC holds 4,624 shares of SPYV stock, worth $243,037. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,624
Previous 4,594 0.65%
Holding current value
$243,037
Previous $242,000 2.48%
% of portfolio
0.06%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$51.09 - $55.27 $1,532 - $1,658
30 Added 0.65%
4,624 $236,000
Q3 2024

Oct 21, 2024
BUY
$48.51 - $52.86 $8,295 - $9,039
171 Added 3.87%
4,594 $242,000
Q2 2024

Jul 31, 2024
BUY
$47.37 - $50.09 $18,663 - $19,735
394 Added 9.78%
4,423 $215,000
Q1 2024

May 14, 2024
BUY
$45.88 - $50.1 $917 - $1,002
20 Added 0.5%
4,029 $201,000
Q4 2023

Jan 18, 2024
BUY
$39.63 - $46.73 $713 - $841
18 Added 0.45%
4,009 $186,000
Q3 2023

Nov 06, 2023
BUY
$41.15 - $44.69 $64,070 - $69,582
1,557 Added 63.97%
3,991 $165,000
Q2 2023

Aug 08, 2023
BUY
$40.17 - $43.27 $441 - $475
11 Added 0.45%
2,434 $105,000
Q1 2023

May 10, 2023
BUY
$38.68 - $42.77 $348 - $384
9 Added 0.37%
2,423 $99,000
Q4 2022

Jan 26, 2023
BUY
$34.79 - $40.71 $9,810 - $11,480
282 Added 13.23%
2,414 $94,000
Q3 2022

Oct 31, 2022
SELL
$34.49 - $40.43 $33,351 - $39,095
-967 Reduced 31.2%
2,132 $74,000
Q2 2022

Aug 12, 2022
SELL
$35.93 - $42.52 $7.11 Million - $8.42 Million
-197,910 Reduced 98.46%
3,099 $114,000
Q1 2022

Apr 26, 2022
SELL
$39.54 - $42.64 $146,732 - $158,237
-3,711 Reduced 1.81%
201,009 $8.39 Million
Q4 2021

Feb 04, 2022
BUY
$39.14 - $42.04 $161,256 - $173,204
4,120 Added 2.05%
204,720 $8.6 Million
Q3 2021

Nov 10, 2021
SELL
$38.51 - $40.73 $2.95 Million - $3.12 Million
-76,709 Reduced 27.66%
200,600 $7.82 Million
Q2 2021

Aug 05, 2021
BUY
$38.15 - $40.6 $267,050 - $284,200
7,000 Added 2.59%
277,309 $11 Million
Q1 2021

May 03, 2021
SELL
$33.86 - $38.29 $2,031 - $2,297
-60 Reduced 0.02%
270,309 $10.2 Million
Q4 2020

Feb 09, 2021
BUY
$29.5 - $34.42 $5.16 Million - $6.02 Million
174,797 Added 182.9%
270,369 $9.3 Million
Q3 2020

Nov 04, 2020
BUY
$28.64 - $31.68 $96,602 - $106,856
3,373 Added 3.66%
95,572 $2.89 Million
Q2 2020

Aug 12, 2020
BUY
$24.7 - $32.15 $2.24 Million - $2.92 Million
90,685 Added 5989.76%
92,199 $2.67 Million
Q1 2020

May 13, 2020
SELL
$22.11 - $35.37 $3.69 Million - $5.91 Million
-166,972 Reduced 99.1%
1,514 $39,000
Q4 2019

Feb 12, 2020
BUY
$30.96 - $35.07 $178,763 - $202,494
5,774 Added 3.55%
168,486 $5.88 Million
Q3 2019

Nov 13, 2019
BUY
$31.79 - $32.44 $78,044 - $79,640
2,455 Added 1.53%
162,712 $5.2 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-152,963 Reduced 48.84%
160,257 $5.01 Million
Q1 2019

May 13, 2019
BUY
N/A
28,153 Added 9.88%
313,220 $9.48 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-5,798 Reduced 1.99%
285,067 $7.74 Million
Q3 2018

Nov 13, 2018
BUY
N/A
153,224 Added 111.32%
290,865 $9.05 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-5,226 Reduced 3.66%
137,641 $4.08 Million
Q1 2018

May 11, 2018
BUY
N/A
139,632 Added 4316.29%
142,867 $4.2 Million
Q4 2017

Feb 13, 2018
BUY
N/A
3,235
3,235 $99,000

Others Institutions Holding SPYV

# of Institutions
1,013
Shares Held
409M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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