Winch Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Winch Advisory Services, LLC holds 585,419 shares of SPTM stock, worth $47.5 Million. This represents 11.07% of its overall portfolio holdings.

Number of Shares
585,419
Previous 581,248 0.72%
Holding current value
$47.5 Million
Previous $43.5 Million 8.47%
% of portfolio
11.07%
Previous 11.24%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$74.93 - $80.73 $312,533 - $336,724
4,171 Added 0.72%
585,419 $47.2 Million
Q2 2025

Aug 07, 2025
SELL
$60.34 - $74.89 $181,502 - $225,269
-3,008 Reduced 0.51%
581,248 $43.5 Million
Q1 2025

May 05, 2025
BUY
$67.03 - $74.61 $712,394 - $792,955
10,628 Added 1.85%
584,256 $39.7 Million
Q4 2024

Jan 14, 2025
BUY
$69.3 - $74.3 $652,598 - $699,683
9,417 Added 1.67%
573,628 $41 Million
Q3 2024

Oct 21, 2024
BUY
$63.28 - $70.06 $236,603 - $261,954
3,739 Added 0.67%
564,211 $39.5 Million
Q2 2024

Jul 31, 2024
BUY
$60.69 - $66.83 $614,243 - $676,386
10,121 Added 1.84%
560,472 $37.2 Million
Q1 2024

May 14, 2024
BUY
$57.38 - $64.15 $1.38 Million - $1.54 Million
24,001 Added 4.56%
550,351 $35.3 Million
Q4 2023

Jan 18, 2024
BUY
$50.31 - $58.65 $1.1 Million - $1.29 Million
21,915 Added 4.34%
526,350 $30.8 Million
Q3 2023

Nov 06, 2023
BUY
$52.22 - $56.31 $765,858 - $825,842
14,666 Added 2.99%
504,435 $26.5 Million
Q2 2023

Aug 08, 2023
BUY
$49.75 - $54.44 $290,838 - $318,256
5,846 Added 1.21%
489,769 $26.7 Million
Q1 2023

May 10, 2023
BUY
$46.97 - $51.65 $531,841 - $584,832
11,323 Added 2.4%
483,923 $24.4 Million
Q4 2022

Jan 26, 2023
BUY
$44.09 - $50.41 $460,916 - $526,986
10,454 Added 2.26%
472,600 $22.3 Million
Q3 2022

Oct 31, 2022
BUY
$44.11 - $53.04 $3.35 Million - $4.02 Million
75,870 Added 19.64%
462,146 $20.4 Million
Q2 2022

Aug 12, 2022
BUY
$45.19 - $56.15 $144,879 - $180,016
3,206 Added 0.84%
386,276 $18 Million
Q1 2022

Apr 26, 2022
SELL
$51.36 - $58.82 $514,627 - $589,376
-10,020 Reduced 2.55%
383,070 $21.3 Million
Q4 2021

Feb 04, 2022
SELL
$52.99 - $58.74 $117,372 - $130,109
-2,215 Reduced 0.56%
393,090 $23 Million
Q3 2021

Nov 10, 2021
BUY
$52.32 - $55.93 $842,142 - $900,249
16,096 Added 4.24%
395,305 $20.9 Million
Q2 2021

Aug 05, 2021
SELL
$49.77 - $52.97 $2.56 Million - $2.73 Million
-51,454 Reduced 11.95%
379,209 $20.1 Million
Q1 2021

May 03, 2021
BUY
$45.48 - $49.44 $16,327 - $17,748
359 Added 0.08%
430,663 $21.2 Million
Q4 2020

Feb 09, 2021
SELL
$39.96 - $46.09 $387,012 - $446,381
-9,685 Reduced 2.2%
430,304 $19.8 Million
Q3 2020

Nov 04, 2020
SELL
$37.97 - $43.65 $2.48 Million - $2.85 Million
-65,216 Reduced 12.91%
439,989 $18 Million
Q2 2020

Aug 12, 2020
BUY
$29.99 - $39.74 $143,382 - $189,996
4,781 Added 0.96%
505,205 $19.1 Million
Q1 2020

May 13, 2020
BUY
$27.12 - $41.81 $2.52 Million - $3.88 Million
92,913 Added 22.8%
500,424 $15.7 Million
Q4 2019

Feb 12, 2020
SELL
$35.63 - $39.97 $45,036 - $50,522
-1,264 Reduced 0.31%
407,511 $16.2 Million
Q3 2019

Nov 13, 2019
BUY
$36.53 - $37.33 $108,968 - $111,355
2,983 Added 0.74%
408,775 $15 Million
Q2 2019

Aug 07, 2019
BUY
N/A
11,502 Added 2.92%
405,792 $14.8 Million
Q1 2019

May 13, 2019
BUY
N/A
149,026 Added 60.76%
394,290 $13.9 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-2,130 Reduced 0.86%
245,264 $7.58 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,136 Added 0.46%
247,394 $8.96 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-10,586 Reduced 4.12%
246,258 $8.37 Million
Q1 2018

May 11, 2018
BUY
N/A
250,005 Added 3655.58%
256,844 $8.43 Million
Q4 2017

Feb 13, 2018
BUY
N/A
6,839
6,839 $227,000

Others Institutions Holding SPTM

# of Institutions
760
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email