Winch Advisory Services, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Winch Advisory Services, LLC holds 478 shares of XME stock, worth $26,533. This represents 0.01% of its overall portfolio holdings.

Number of Shares

478

Previous 477 0.21%

Holding current value

$26,533

Previous $30,000 10.0%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$56.27 - $69.89 $56 - $69	1 Added 0.21%	478 $27,000
Q2 2024 Jul 31, 2024	BUY	$57.95 - $65.15 $57 - $65	1 Added 0.21%	477 $28,000
Q1 2024 May 14, 2024	BUY	$54.61 - $60.28 $54 - $60	1 Added 0.21%	476 $28,000
Q4 2023 Jan 18, 2024	BUY	$48.56 - $61.4 $48 - $61	1 Added 0.21%	475 $28,000
Q3 2023 Nov 06, 2023	BUY	$49.55 - $53.9 $49 - $53	1 Added 0.21%	474 $25,000
Q2 2023 Aug 08, 2023	BUY	$44.52 - $53.48 $89 - $106	2 Added 0.42%	473 $24,000
Q1 2023 May 10, 2023	BUY	$49.12 - $59.08 $49 - $59	1 Added 0.21%	471 $25,000
Q4 2022 Jan 26, 2023	BUY	$44.17 - $54.79 $132 - $164	3 Added 0.64%	470 $23,000
Q3 2022 Oct 31, 2022	BUY	$40.94 - $53.45 $81 - $106	2 Added 0.43%	467 $20,000
Q2 2022 Aug 12, 2022	BUY	$43.4 - $65.85 $86 - $131	2 Added 0.43%	465 $20,000
Q1 2022 Apr 26, 2022	SELL	$41.02 - $63.33 $41 - $63	-1 Reduced 0.22%	463 $28,000
Q4 2021 Feb 04, 2022	BUY	$40.28 - $47.31 $40 - $47	1 Added 0.22%	464 $21,000
Q3 2021 Nov 10, 2021	BUY	$39.41 - $46.28 $39 - $46	1 Added 0.22%	463 $19,000
Q2 2021 Aug 05, 2021	BUY	$39.17 - $47.76 $1,370 - $1,671	35 Added 8.2%	462 $20,000
Q1 2021 May 03, 2021	BUY	$32.35 - $41.56 $32 - $41	1 Added 0.23%	427 $17,000
Q4 2020 Feb 09, 2021	BUY	$23.5 - $33.64 $23 - $33	1 Added 0.24%	426 $14,000
Q3 2020 Nov 04, 2020	SELL	$20.55 - $25.62 $1,972 - $2,459	-96 Reduced 18.43%	425 $10,000
Q2 2020 Aug 12, 2020	BUY	$15.69 - $23.82 $31 - $47	2 Added 0.39%	521 $11,000
Q1 2020 May 13, 2020	SELL	$14.31 - $29.16 $1,717 - $3,499	-120 Reduced 18.78%	519 $8,000
Q4 2019 Feb 12, 2020	SELL	$24.93 - $29.52 $1,495 - $1,771	-60 Reduced 8.58%	639 $19,000
Q3 2019 Nov 13, 2019	BUY	$25.45 - $27.84 $50 - $55	2 Added 0.29%	699 $18,000
Q2 2019 Aug 07, 2019	BUY	N/A	9 Added 1.31%	697 $20,000
Q1 2019 May 13, 2019	BUY	N/A	3 Added 0.44%	688 $20,000
Q4 2018 Feb 05, 2019	SELL	N/A	-74,595 Reduced 99.09%	685 $18,000
Q3 2018 Nov 13, 2018	BUY	N/A	3,283 Added 4.56%	75,280 $2.57 Million
Q2 2018 Aug 13, 2018	BUY	N/A	8,997 Added 14.28%	71,997 $2.55 Million
Q1 2018 May 11, 2018	BUY	N/A	63,000 New	63,000 $2.15 Million

Others Institutions Holding XME

# of Institutions

346

Shares Held

21.9M

Call Options Held

4.54M

Put Options Held

11.2M

View Full List

About SPDR SER TR SPDR S&P METALS &

Ticker XME
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Winch Advisory Services, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History