Winch Advisory Services, LLC Spdr Portfolio Transaction History

Winch Advisory Services, LLC

$387 Million
Q2 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 636 shares of SPMD stock, worth $34,865. This represents 0.01% of its overall portfolio holdings.

Number of Shares

636

Previous 633 0.47%

Holding current value

$34,865

Previous $32,000 6.25%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

771

Shares Held

219M

Call Options Held

14.1K

Put Options Held

700

View Full List

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Winch Advisory Services, LLC Spdr Portfolio Transaction History