Ownership history in Winch Advisory Services, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in SPDR PRTFOLIO EMERGING MARKETS ETF (SPEM). 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 | 73,756 | +2,754 | +3.9% | 0.76% | $3.5M | $46.81 |
| 2025 Q3 | ADDED | 71,002 | +671 | +1.0% | 0.75% | $3.3M | $46.04 |
| 2025 Q2 | ADDED | 70,331 | +1,244 | +1.8% | 0.73% | $3.0M | $42.04 |
| 2025 Q1 | ADDED | 69,087 | +926 | +1.4% | 0.72% | $2.7M | $38.23 |
| 2024 Q4 | ADDED | 68,161 | +602 | +0.9% | 0.68% | $2.6M | $37.26 |
| 2024 Q3 | REDUCED | 67,559 | -6,101 | -8.3% | 0.77% | $2.8M | $39.46 |
| 2024 Q2 | REDUCED | 73,660 | -7,967 | -9.8% | 0.79% | $2.8M | $36.01 |
| 2024 Q1 | REDUCED | 81,627 | -3,206 | -3.8% | 0.90% | $3.0M | $34.18 |
| 2023 Q4 | REDUCED | 84,833 | -747 | -0.9% | 1.00% | $3.0M | $33.45 |
| 2023 Q3 | ADDED | 85,580 | +1,403 | +1.7% | 1.05% | $2.9M | $31.22 |
As of 2025 Q4 — sorted by position size