Ownership history in Winch Advisory Services, LLC · 47 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in SPDR S&P 500 Index ETF (SPY). 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 | 7,144 | +17 | +0.2% | 1.08% | $4.9M | $680.06 |
| 2025 Q3 | REDUCED | 7,127 | -38 | -0.5% | 1.07% | $4.7M | $662.41 |
| 2025 Q2 | ADDED | 7,165 | +482 | +7.2% | 1.08% | $4.4M | $612.65 |
| 2025 Q1 | ADDED | 6,683 | +331 | +5.2% | 0.99% | $3.7M | $553.05 |
| 2024 Q4 | ADDED | 6,352 | +56 | +0.9% | 0.97% | $3.7M | $577.70 |
| 2024 Q3 | ADDED | 6,296 | +306 | +5.1% | 1.00% | $3.6M | $563.66 |
| 2024 Q2 | ADDED | 5,990 | +395 | +7.1% | 0.93% | $3.3M | $533.00 |
| 2024 Q1 | ADDED | 5,595 | +350 | +6.7% | 0.89% | $2.9M | $510.64 |
| 2023 Q4 | ADDED | 5,245 | +1,091 | +26.3% | 0.83% | $2.5M | $462.58 |
| 2023 Q3 | ADDED | 4,154 | +420 | +11.2% | 0.65% | $1.8M | $414.35 |
As of 2025 Q4 — sorted by position size