Ownership history in Winch Advisory Services, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in SPDR SERIES TRUST SPDR BLOOMBERG ETF (BIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 246,342 | +6,128 | +2.6% | 4.98% | $22.5M | $90.87 |
| 2025 Q3 | ADDED | 240,214 | +2,320 | +1.0% | 4.96% | $22.0M | $89.99 |
| 2025 Q2 | REDUCED | 237,894 | -15,684 | -6.2% | 5.33% | $21.8M | $89.04 |
| 2025 Q1 | ADDED | 253,578 | +82,148 | +47.9% | 6.15% | $23.3M | $88.12 |
| 2024 Q4 | ADDED | 171,430 | +5,630 | +3.4% | 4.08% | $15.7M | $87.25 |
| 2024 Q3 | ADDED | 165,800 | +141 | +0.1% | 4.21% | $15.2M | $86.24 |
| 2024 Q2 | ADDED | 165,659 | +1,282 | +0.8% | 4.35% | $15.2M | $85.09 |
| 2024 Q1 | REDUCED | 164,377 | -71,855 | -30.4% | 4.61% | $15.1M | $84.01 |
| 2023 Q4 | REDUCED | 236,232 | -73,124 | -23.6% | 7.16% | $21.6M | $82.94 |
| 2023 Q3 | ADDED | 309,356 | +8,259 | +2.7% | 10.42% | $28.4M | $81.85 |
As of 2025 Q4 — sorted by position size