Winch Advisory Services, LLC Spdr Portfolio Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Winch Advisory Services, LLC holds 941 shares of SPYG stock, worth $85,452. This represents 0.02% of its overall portfolio holdings.

Number of Shares

941

Previous 972 3.19%

Holding current value

$85,452

Previous $80,000 2.5%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$81.74 - $91.38 $2,533 - $2,832	-31 Reduced 3.19%	941 $82,000
Q3 2024 Oct 21, 2024	BUY	$73.38 - $84.1 $73 - $84	1 Added 0.1%	972 $80,000
Q2 2024 Jul 31, 2024	BUY	$68.71 - $80.95 $68 - $80	1 Added 0.1%	971 $77,000
Q1 2024 May 14, 2024	BUY	$63.12 - $73.73 $63 - $73	1 Added 0.1%	970 $70,000
Q4 2023 Jan 18, 2024	BUY	$57.02 - $65.3 $171 - $195	3 Added 0.31%	969 $63,000
Q3 2023 Nov 06, 2023	BUY	$58.97 - $62.89 $42,104 - $44,903	714 Added 283.33%	966 $57,000
Q1 2020 May 13, 2020	SELL	$31.23 - $45.63 $968 - $1,414	-31 Reduced 10.95%	252 $9,000
Q3 2019 Nov 13, 2019	BUY	$38.67 - $39.55 $9,744 - $9,966	252 Added 812.9%	283 $11,000
Q1 2019 May 13, 2019	BUY	N/A	1 Added 3.33%	31 $1,000
Q3 2018 Nov 13, 2018	SELL	N/A	-125,194 Reduced 99.98%	30 $1,000
Q2 2018 Aug 13, 2018	SELL	N/A	-4,004 Reduced 3.1%	125,224 $4.4 Million
Q1 2018 May 11, 2018	BUY	N/A	129,228 New	129,228 $4.33 Million

Others Institutions Holding SPYG

# of Institutions

1,152

Shares Held

287M

Call Options Held

416K

Put Options Held

207K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Winch Advisory Services, LLC Spdr Portfolio Transaction History