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 SERIES TRUST PORTFOLIO TOTAL STK MRKT ETF (SPTM). 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 | 596,924 | +11,505 | +2.0% | 10.89% | $49.2M | $82.50 |
| 2025 Q3 | ADDED | 585,419 | +4,171 | +0.7% | 10.62% | $47.2M | $80.41 |
| 2025 Q2 | REDUCED | 581,248 | -3,008 | -0.5% | 10.63% | $43.5M | $74.45 |
| 2025 Q1 | ADDED | 584,256 | +10,628 | +1.9% | 10.51% | $39.7M | $67.39 |
| 2024 Q4 | ADDED | 573,628 | +9,417 | +1.7% | 10.66% | $41.0M | $70.55 |
| 2024 Q3 | ADDED | 564,211 | +3,739 | +0.7% | 10.93% | $39.5M | $68.96 |
| 2024 Q2 | ADDED | 560,472 | +10,121 | +1.8% | 10.63% | $37.2M | $65.10 |
| 2024 Q1 | ADDED | 550,351 | +24,001 | +4.6% | 10.78% | $35.3M | $62.72 |
| 2023 Q4 | ADDED | 526,350 | +21,915 | +4.3% | 10.20% | $30.8M | $56.96 |
| 2023 Q3 | ADDED | 504,435 | +14,666 | +3.0% | 9.71% | $26.5M | $50.95 |
As of 2025 Q4 — sorted by position size