Winch Advisory Services, LLC Spdr Portfolio Short Term Corp Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Winch Advisory Services, LLC holds 927 shares of SPSB stock, worth $27,828. This represents 0.01% of its overall portfolio holdings.

Number of Shares

927

Previous 1,008 8.04%

Holding current value

$27,828

Previous $30,000 10.0%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$29.77 - $30.19 $2,411 - $2,445	-81 Reduced 8.04%	927 $27,000
Q3 2024 Oct 21, 2024	BUY	$29.58 - $30.31 $354 - $363	12 Added 1.2%	1,008 $30,000
Q2 2024 Jul 31, 2024	SELL	$29.51 - $29.7 $4,957 - $4,989	-168 Reduced 14.43%	996 $29,000
Q1 2024 May 14, 2024	SELL	$29.65 - $29.92 $2,372 - $2,393	-80 Reduced 6.43%	1,164 $34,000
Q4 2023 Jan 18, 2024	SELL	$29.14 - $29.78 $1,515 - $1,548	-52 Reduced 4.01%	1,244 $37,000
Q3 2023 Nov 06, 2023	SELL	$29.26 - $29.5 $2,135 - $2,153	-73 Reduced 5.33%	1,296 $38,000
Q2 2023 Aug 08, 2023	SELL	$29.36 - $29.7 $1,732 - $1,752	-59 Reduced 4.13%	1,369 $40,000
Q1 2023 May 10, 2023	SELL	$29.2 - $29.7 $496 - $504	-17 Reduced 1.18%	1,428 $42,000
Q3 2022 Oct 31, 2022	SELL	$29.16 - $29.99 $9,593 - $9,866	-329 Reduced 18.55%	1,445 $42,000
Q2 2022 Aug 12, 2022	BUY	$29.45 - $30.11 $7,980 - $8,159	271 Added 18.03%	1,774 $53,000
Q1 2022 Apr 26, 2022	SELL	$30.07 - $30.94 $2,555 - $2,629	-85 Reduced 5.35%	1,503 $45,000
Q4 2021 Feb 04, 2022	SELL	$30.92 - $31.24 $4,761 - $4,810	-154 Reduced 8.84%	1,588 $49,000
Q3 2021 Nov 10, 2021	SELL	$31.24 - $31.31 $2,155 - $2,160	-69 Reduced 3.81%	1,742 $54,000
Q2 2021 Aug 05, 2021	BUY	$31.26 - $31.37 $125 - $125	4 Added 0.22%	1,811 $57,000
Q1 2021 May 03, 2021	SELL	$31.23 - $31.41 $2,029 - $2,041	-65 Reduced 3.47%	1,807 $57,000
Q4 2020 Feb 09, 2021	SELL	$31.31 - $31.42 $1,815 - $1,822	-58 Reduced 3.01%	1,872 $59,000
Q3 2020 Nov 04, 2020	SELL	$31.3 - $31.43 $16,495 - $16,563	-527 Reduced 21.45%	1,930 $61,000
Q2 2020 Aug 12, 2020	SELL	$30.09 - $31.34 $1,203 - $1,253	-40 Reduced 1.6%	2,457 $77,000
Q1 2020 May 13, 2020	SELL	$27.48 - $31.14 $7.7 Million - $8.73 Million	-280,363 Reduced 99.12%	2,497 $76,000
Q4 2019 Feb 12, 2020	SELL	$30.77 - $30.89 $246,375 - $247,336	-8,007 Reduced 2.75%	282,860 $8.72 Million
Q3 2019 Nov 13, 2019	BUY	$30.69 - $30.85 $4.31 Million - $4.33 Million	140,393 Added 93.3%	290,867 $8.97 Million
Q2 2019 Aug 07, 2019	BUY	N/A	148,541 Added 7684.48%	150,474 $4.63 Million
Q1 2019 May 13, 2019	SELL	N/A	-640,172 Reduced 99.7%	1,933 $59,000
Q4 2018 Feb 05, 2019	BUY	N/A	642,105 New	642,105 $19.4 Million

Others Institutions Holding SPSB

# of Institutions

572

Shares Held

194M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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Winch Advisory Services, LLC Spdr Portfolio Short Term Corp Transaction History